About Us
Our Team
Nauset Wealth Management, an SEC Registered Investment Advisor, was founded in 2000 by Michael Lombardo. Nauset provides comprehensive financial planning and investment management services to families and individuals, and currently manages over $60 million. All services are provided on a fee-only basis with no conflicts of interest. Nauset does not sell financial products, nor do we take any commissions or referral fees.
Our Partners
In providing money management services, Nauset uses Fidelity Investments as our preferred custodian and broker-dealer for clearing transactions in client accounts. Nauset receives no commissions or compensation from Fidelity for using its services. In providing financial planning services, Nauset maintains relationships with outside professionals that provide specific expertise and executional resources across a range of financial planning disciplines from accounting to estate planning.
Our Team
Michael Lombardo, President
Michael R. Lombardo is the President and Founder of Nauset Wealth Management, an SEC Registered Investment Advisor. Michael is also a Certified Financial Planner™ (CFP®) practitioner. He is responsible for investment policy and portfolio management as well as financial planning activities.
Michael has over 20 years experience in the financial services industry as an investment manager, consultant and marketing manager. Prior to forming Nauset, he was Managing Director of VestMark Strategy Group, a financial services strategy firm with clients in the investment management, banking, pension and information services sectors of the industry.
Prior to and concurrent with his VestMark experience, Michael founded and operated Nauset Partners, providing financial services marketing consulting to companies in private banking, mutual fund management and individual and institutional wealth management among others. Earlier in his career, Michael was Marketing Manager at Fidelity Investments, responsible for mutual fund and discount brokerage marketing.
Michael received his MBA from the Wharton School, University of Pennsylvania, and graduated with a BA in Mathematics and Economics from Brown University.
Karen Swanson, Vice President Marketing & Technology
Karen has been involved with Nauset from its inception. Her role is solely focused on creating marketing programs and technology solutions, on an as-needed basis. This is in addition to Karen's daily role as VP Marketing for Semprae Laboratories, Inc, a venture-backed start-up.
Karen holds an MBA from the Harvard University Graduate School of Business and a BS degree, magna cum laude, from Bucknell University.
Melissa Gardner, Operations & Service Manager
Melissa joined Nauset in 2009 and performs a variety of service, operational and administrative functions.
Melissa is responsible for maintaining Nauset's various client databases and preparing the investment reports sent out quarterly. Additionally, she handles bookkeeping, bill paying and other administrative needs for Nauset's Family Office clients. As well, Melissa supports the on-boarding process for new clients, including preparation and submission of documents and applications, as well as portfolio data set-up activities.
Melissa holds a BA in International Relations from Bucknell University, and has operations experience in confidential environments, including two financial services firms and a boutique recruiting firm.