Nightingale Wealth Solutions
About
Nightingale Wealth Solutions is a female-founded fiduciary financial advisory firm in Needham, meaning its advisors are obligated to act in clients’ best interest. It offers financial guidance, investment planning and ongoing support for individuals, families, business owners and high-net-worth clients. Its proprietary ProsperGuard planning process covers comprehensive financial planning and wealth safeguarding, including assistance for loved ones, and is built around a structured onboarding process.
Advisor Ariel brings several years of diverse experience and a creative, energetic approach, using holistic planning to help clients grow a business, prepare for retirement or buy a vacation home. For high-net-worth clients, the firm focuses on tax-advantaged strategies, tailored planning and investment management. Business owners can get help with succession planning, retirement planning, risk management and estate planning aimed at maximizing business value.
What to Know
- Onboarding starts with an initial meeting, followed by analysis and a concierge implementation meeting.
- Ongoing financial planning continues after the initial plan is put in place.
- The firm also works with busy professionals who want to free up time.
- It is listed with the Charles River Regional Chamber.
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