Our Services

Nassau Wealth Management is committed to our client’s goals and as such, provides a customized financial plan by utilizing an easy to understand process that will make you feel confident when making financial decisions.

Once your individual goals have been set, Nassau WM will offer a blueprint of appropriate strategies that will meet your specific objectives by employing one or more of the following products and services:

  • Estate conservation

  • Insurance and Annuity products

  • Investment Management

  • Retirement strategies

  • Tax management