Raymond James Financial Services

At Nemes Rush Family Wealth Management, our mission is to provide comprehensive wealth management services that empower our clients to enjoy their dreams. Our team of seasoned financial professionals is dedicated to delivering personalized financial planning, investment management, insurance, and risk mitigation strategies that cater to the unique needs of high-net-worth individuals, medical professionals, corporate executives, and entrepreneurs.

Our Story

As a registered investment advisor (RIA), we take pride in our independence, allowing us to offer unbiased advice and a wide range of investment opportunities tailored to our clients' specific goals and objectives. Our team's collective expertise spans multiple disciplines, including accounting, law, and finance, ensuring that our clients receive holistic guidance that addresses their entire financial landscape.

Our Services

We understand that each client's financial journey is unique, and therefore, we offer a suite of services designed to address their distinct needs and objectives. Our services include:

• Financial Planning: We develop customized financial plans that help our clients achieve their goals, whether it's retirement, wealth accumulation, or legacy planning.
• Investment Management: Our investment committee conducts extensive research across sectors and capitalizations to identify opportunities that align with our clients' risk tolerance and objectives.
• Insurance and Risk Mitigation: We help our clients manage risk through strategic insurance planning, ensuring that they are protected from unforeseen events.
• Estate and Trust Strategies: Our team works closely with our clients' CPAs and estate planning attorneys to develop comprehensive estate plans that minimize taxes, maximize legacy, and ensure a seamless transition.
• Liquidity Event Consulting: We guide our clients through complex liquidity events, such as mergers and acquisitions, IPOs, or other significant transactions.

What Sets Us Apart

At Nemes Rush Family Wealth Management, we believe in building long-term relationships built on trust, transparency, and exceptional service. Our commitment to our clients is reflected in our company motto: "The Financial Means to Enjoy Your Dreams." We strive to deliver more than just financial returns; we aim to empower our clients to live their best lives.