Motive Wealth Advisors

At Motive, we believe that every individual deserves a personalized approach to wealth management. We're not your average wealth advisory firm. We're dedicated to providing boutique-style service to high net worth individuals and families who seek to grow and preserve their wealth. Our team is comprised of experienced professionals who are passionate about empowering our clients to achieve their financial goals.

Our Approach

At Motive, we take a holistic approach to wealth management. We believe that wealth is not just about financial security, but also about living a fulfilling life. Our team takes the time to understand our clients' values, goals, and aspirations, and tailors our services to meet their unique needs.

Our Services

We offer a range of services designed to help our clients achieve their financial goals. These services include:

• Investment Management: We provide customized investment solutions that align with our clients' values, goals, and risk tolerance.
• Financial Planning: Our team of experts will work with you to create a comprehensive financial plan that takes into account your goals, risk tolerance, and investment preferences.
• Investment Research: We conduct rigorous research to identify investment opportunities that align with our clients' goals and risk tolerance.
• Portfolio Management: Our team of experienced professionals will monitor and adjust your portfolio as needed to ensure it remains aligned with your goals and risk tolerance.

Our Team

At Motive, we're passionate about delivering exceptional service to our clients. Our team is comprised of experienced professionals who are dedicated to helping you achieve your financial goals. Our team includes:

• Jim Niedzinski, CFP, AIF: Jim leads our research and application of financial planning strategies for our clients. He has over 20 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER professional and Accredited Investment Fiduciary.
• Jay Close, CFA, CFP: Jay is our lead investment strategist and oversees the management of our client portfolios. He is a Chartered Financial Analyst and has over 15 years of experience in the financial services industry.

Our Mission

At Motive, our mission is to empower our clients to achieve their financial goals and live a fulfilling life. We believe that wealth is not just about financial security, but also about living a life that is true to who you are. We're committed to providing exceptional service and personalized attention to our clients, and we're dedicated to helping you achieve your financial goals.