Nevada Family Wealth - Reno, Nevada
Address: 401 Flint St, Reno, NV 89501, United States.
Phone: 7753216200.
Website: nevadafamilywealth.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible entrance, Wheelchair-accessible parking lot, Wheelchair-accessible washroom, Washroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Nevada Family Wealth
⏰ Open Hours of Nevada Family Wealth
- Monday: 7:30 a.m.–4 p.m.
- Tuesday: 7:30 a.m.–4 p.m.
- Wednesday: 7:30 a.m.–4 p.m.
- Thursday: 7:30 a.m.–4 p.m.
- Friday: 7:30 a.m.–4 p.m.
- Saturday: Closed
- Sunday: Closed
Introduction to Nevada Family Wealth
Nevada Family Wealth, situated at 401 Flint St in the heart of Reno, NV, is a distinguished financial planning firm dedicated to helping families build, preserve, and transfer their wealth. With a commitment to personalized service and comprehensive strategies, this boutique firm stands out in the region's financial landscape. Let's delve into the main services, location, unique features, and practical information that set Nevada Family Wealth apart.
Main Services
- Comprehensive Financial Planning: Nevada Family Wealth offers holistic financial planning services, tailored to each client's unique goals and circumstances. This includes retirement planning, investment management, tax planning, and risk management.
- Retirement Planning: The firm specializes in helping clients prepare for a comfortable and secure retirement. They provide strategies for managing retirement income, Social Security optimization, and pension maximization.
- Investment Management: Nevada Family Wealth creates customized investment portfolios based on each client's risk tolerance, time horizon, and financial objectives. They employ a disciplined, evidence-based approach to investment management.
- Estate Planning: The firm guides clients through the complex process of estate planning, ensuring their assets are distributed according to their wishes while minimizing taxes and potential family conflicts.
- Business Succession Planning: For business owners, Nevada Family Wealth provides strategies to transition the business to the next generation or a trusted partner, while maximizing value and minimizing taxes.
Location and Access
Nevada Family Wealth is conveniently located in downtown Reno, near the intersection of Flint St and 4th St. The office is easily accessible by car, with nearby parking options including the 4th St Parking Garage and the City Center Parking Garage. Public transportation users can take the RTC Ride 2 or 18 bus, both of which stop near the office.
The firm's location is in the heart of Reno's central business district, offering clients a wide range of amenities nearby, such as restaurants, shops, and cultural attractions. The scenic Truckee River Walk is just a short stroll away, providing a pleasant environment for clients to enjoy before or after their appointments.
Featured Characteristics
- Fiduciary Standard: As a fee-only, fiduciary advisor, Nevada Family Wealth always acts in the best interest of their clients. They do not accept commissions or any other form of compensation that could create a conflict of interest.
- Client-Centered Approach: The firm prioritizes building strong, long-term relationships with clients. They take the time to understand each client's unique financial situation, goals, and concerns, ensuring that their strategies are truly personalized.
- Transparent Pricing: Nevada Family Wealth believes in full disclosure and transparency. They clearly communicate their fee structure upfront, with no hidden charges or surprises.
- Community Involvement: The firm is actively involved in the Reno community, supporting local charities and initiatives. They are committed to giving back and contributing to the region's growth and prosperity.
Practical Information
- Wheelchair Accessibility: Nevada Family Wealth is committed to accessibility. The office has a wheelchair-accessible entrance, a designated wheelchair-accessible parking spot, and a wheelchair-accessible washroom.
- Appointments: The firm recommends scheduling appointments in advance to ensure availability and adequate time for each client's needs. They can be reached by phone at 775-321-6200 or via their website at nevadafamilywealth.com.
- New Client Process: Nevada Family Wealth offers a complimentary initial consultation to understand each client's unique financial situation and goals. They then provide a tailored financial plan and discuss implementation steps.
Opinions and Ratings
As of now, Nevada Family Wealth has no reviews on Google My Business. This presents an opportunity for clients to share their experiences and provide valuable feedback to help the firm continue improving its services. As more reviews are submitted, we anticipate seeing positive aspects highlighted, such as the firm's personalized approach, transparent communication, and commitment to client success.
Despite the lack of online reviews, Nevada Family Wealth's commitment to the fiduciary standard, client-centered approach, and transparent pricing indicate a strong commitment to providing high-quality, ethical financial planning services. We encourage potential clients to schedule a consultation and experience the Nevada Family Wealth difference firsthand.
👍 Reviews of Nevada Family Wealth
