Nohelty Asset Management
About
Nohelty Asset Management is a boutique, independent wealth management practice in Watertown that offers financial planning for individuals and families. Its approach is meant to be simple and collaborative: clarify a client’s financial possibilities, define goals and develop a clear plan through ongoing conversation. Clients range from people laying the foundation for their future to those contemplating retirement, and the firm aims to align financial decisions with personal values.
Founder Dick Nohelty, CFP, MBA, began his career more than 30 years ago in the MetLife Executive Training program and established the firm in 2001 as an independent practice where he could treat clients as he would want his own family treated. He holds degrees from Salem State University and Babson College. Some client relationships now span more than three decades.
What to Know
- New clients are invited to start with an informal conversation over coffee.
- Patsy, who handles front office needs, joined after 30 years at Raytheon and Hewlett Packard and has been with the firm about 20 years.
- The firm shares weekly financial insight and guidance.
- Dick Nohelty became a Certified Financial Planner in 1996.
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