North Nassau Advisors       

 

 

Client Wealth Management

 

North Nassau Advisors, LLC ("NNA") was formulated to cater to the growing private wealth

management needs of sophisticated institutional, corporate, and high net worth individuals.

Increased wealth has driven attention away from traditional investment and service providers to a

more comprehensive approach to total wealth management.

 

North Nassauís wealth managers work together as a team and has full access to utilize all of North

Nassauís platforms in order to achieve personal comprehensive wealth management.

This approach to all platforms delivers the product and or services the private client needs rather than

what the firm offers creating a complete open architecture without public ownership or proprietary

pressures.

 

North Nassau Advisors, LLC

  • A full service FINRA member broker/dealer that is able to transact a full array of traditional and alternative investments and provide individual, corporate, and retirement brokerage accounts.

  • Also a NY State Registered Investment Advisory Firm (RIA) that provides comprehensive financial planning, analysis, and asset management on a fee based schedule.

  • A General Insurance Agency that offers its clients individual and group insurance.

North Nassau Advisors wealth managers evaluate the individual needs of its clients and creates a customized program in regards to fee structures, services, and solutions that can include:

  • Strategic Philanthropy

  • Family Continuity, Education, and Governance

  • Business Succession

  • Tax Sensitive Asset Management

  • Cash Flow Management

  • Asset Allocation and Management Selection

 

 

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