Niles Wealth Management

At Niles Wealth Management, we take pride in building long-term relationships with our clients by providing personalized service, expert guidance, and innovative solutions to help them achieve their financial goals. Our team of professionals, led by David B. Niles, CFP, has been serving clients in the financial services industry for over three decades.

Our Philosophy

We believe that every individual is unique, with their own set of financial goals, priorities, and aspirations. That's why we take the time to get to know each of our clients, understanding their unique circumstances, and developing customized strategies to help them achieve their objectives. Our comprehensive wealth management approach integrates investments, retirement planning, and insurance strategies to provide a holistic approach to financial planning.

Our Approach

We take a disciplined and cohesive approach to wealth management, which includes:

• Financial Planning: We develop customized financial plans tailored to each client's specific needs and goals.
• Investment Management: Our investment strategies focus on long-term growth, income, and protection of capital.
• Retirement Planning: We help our clients plan for a secure and comfortable retirement, taking into account factors such as inflation, taxes, and health care costs.
• Insurance Strategies: We provide a range of insurance options, including life insurance, disability income insurance, and long-term care insurance, to protect our clients' financial well-being.

Our Services

Our comprehensive services include:

• Wealth Management: We help our clients manage their wealth through a diversified portfolio of investments, including stocks, bonds, and other assets.
• Retirement Planning: Our strategies focus on securing a comfortable retirement, taking into account factors such as inflation, taxes, and health care costs.
• Insurance Strategies: We provide a range of insurance options to protect our clients' financial well-being.
• Estate Planning: We assist our clients in planning for the transfer of their assets, minimizing estate taxes, and ensuring the continuity of their business or family legacy.

Why Choose Us

At Niles Wealth Management, we differentiate ourselves through:

• Personalized Service: We take the time to understand each client's unique circumstances and goals.
• Expert Guidance: Our team of professionals has decades of experience and expertise in the financial services industry.
• Innovative Solutions: We stay ahead of the curve, incorporating the latest tools and strategies to help our clients achieve their financial objectives.

Meet Our Team

Our team of professionals is committed to providing exceptional service and expertise to our clients. Led by David B. Niles, CFP, our team includes:

• David B. Niles, CFP: President and Founder of Niles Wealth Management
• Nancy Jones: Assistant to David B. Niles, CFP

Resources

We believe that education and information are key to making informed financial decisions. That's why we provide a range of resources, including:

• Articles: Our blog provides insights and perspectives on various financial topics.
• Calculated: Our calculators help our clients make informed decisions about their financial futures.
• Newsletters: Stay up-to-date on the latest financial news and trends.
• Glossary: We provide a comprehensive glossary of financial terms and concepts to help our clients better understand the financial services industry.