We focus on actively managing assets to achieve each client's financial goals.
Nauset Wealth Management provides financial planning and investment management services to families and individuals. Our services are centered around Wealth Management - establishing financial goals and then building, protecting and actively managing assets to achieve these goals. We customize our services to match the specific needs of our clients.
Description of our services
- Wealth Management Service - Our primary service is a Wealth Management Account. This service integrates money management with financial planning as a customized service for each client. This is an ongoing, continuous service that builds value over time through our relationship with the client. We manage investments to meet a client's specific financial planning goals and objectives.
- Financial Planning - Though most often part of our Wealth Management service, we also provide financial planning services on a stand-alone project basis. We create action plans focused on a client's specific set of planning objectives or a comprehensive plan encompassing all planning components.
- Investment Counseling - We provide investment counseling as a separate stand-alone service for those clients that have a discrete, specific need. This service is provided on a project basis with a pre-determined set of objectives, and is completed within a set time frame.
For fee information, please refer to the Fee Structure section.
About Nauset
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.