OUR SERVICES
For over 70 years, Martin Nelson & Company has guided third- and fourth-generation families—and their businesses—with trusted, personalized wealth management.
Our Focus
Legacy & Growth:
We tailor strategies grounded in a deep understanding of your goals—whether it’s building multigenerational wealth, passing wealth to heirs in a tax-efficient manner, funding a child’s education, planning for a fulfilling retirement or supporting philanthropic causes through donations, foundations or trusts.
Goal-Driven Planning:
We help to build an investment plan that will focus on your personal objectives such as retirement planning, education, buying a home, succession, and more. Whether you are looking at long-term or short-term goals, we can tailor your portfolio aligning with your goals.
Tailored Investments:
We will make sure that our strategies are aligned with your individual needs and risk tolerance. Our investments can be tailored to your personal values, focusing on certain industries like social and environmental and avoiding others like tobacco or fossil fuels.
We tailor strategies grounded in a deep understanding of your goals—whether it’s building multigenerational wealth, funding a child’s education, or planning for a fulfilling retirement.
Wealth Management
Personalized Investment Solutions
Leveraging a broad spectrum of investment products, we align each recommendation with your unique risk profile and aspirations.
Retirement Planning Excellence
From selecting the optimal retirement accounts to implementing dynamic withdrawal strategies, we ensure your nest egg delivers lasting confidence.
