Nolan is a Wealth Manager focused on personalized investment portfolios; tax efficient investment strategies and retirement planning. He works extensively with families with dependents with special needs and has personal experience dealing with the issues that these individuals face. This meaningful work helps these families achieve a stable financial future, and allows them more time to focus on their daily challenges. Nolan's other passion is cycling - the back roads of CT and NY State, Alps and Dolomites in Europe and the trails of South Africa.

Firm Description

Our mission is to help self-advocating individuals, and/or the care teams of those with ASD or intellectual disabilities, feel financially free and enhance the quality of their lives. However, we understand that many people are not familiar with the financial planning process. We’re different because we simplify the process and provide solutions to make our clients comfortable with the financial planning process.

Hours

Cost