About Us

Who is Nest Egg Wealth Management?

We are a financial firm dedicated to Service, Family, and Trust.

Families create an inseparable bond of trust and good-will. Siblings, cousins, aunts, and uncles all share the same DNA, a similar history, and caring consideration toward one another. They retain the ties that bind, amplifying the confidence they have in each other.

Our clients feel like family to us. We strive to establish strong and deep relationships that last a lifetime. You are not just a name on our ledger; you are a profound relationship motivating us to excel and enable your family’s financial future. Whether you have five digits or seven in your account, you–as a person, as a family–motivate us:

How do I start a 401(k)?

For those who are not self-employed, many times your employer will offer this opportunity after you have worked for them for several months. In this case, you will need to file the appropriate paperwork to have the deposits taken out of your paycheck. Sometimes your employer will offer what is called a Self-Directed Brokerage Account. This is where you get to choose who manages your 401(k). Our established relationships with some of the well-known portfolio managers in the country may be available to you. When you work with us, we can help you establish your Self-Directed Brokerage Account.

How do I start investing money?

Your first step is to start saving. With the amounts you hold back, you can start placing that money in varied investments appropriate to your financial situation. We highly suggest you contact us to discern your tolerance for risk, the suitable strategies for your financial goals, and to implement and execute your investment strategy with precision and efficiency.

How do I assess my tolerance for risk?

First, answer this question: “What is the purpose of this investment?” Next, consider the timeline. If you want to use the money for something in the next three months, your tolerance for risk will be much lower than if you did not need that money for another 10 years or more. Reach out to us and we will help you define your tolerance for risk in our initial interview. We offer access to Riskalyze, a state-of-the-art e-tool designed to help you recognize your true risk tolerance.

What factors play into how I should plan for retirement?

Age. Dreams. Time. These three elements determine how you will need to prepare for retirement. Your age reveals your potential earning capacity, as well as the amount of deposits you will be able to make. Your dreams will offer insight into the life you want to live once you have retired. Defined by those dreams, we gain insight into the financial tools that will encourage your plan for retirement. With an understanding of how much time we have between now and when you retire, we implement strategies and a rational plan to pursue it. Ready to have us help you answer those three questions? Create your customized plan and contact us.

How do I use my 401(k)?

Do you have a Roth option inside your plan? Does your employer match your contributions? Do you know if you are maximizing your income tax mitigation strategy? Do you know what the maximum contribution limit is? Visit with us to gain deeper insight into your plan.

Where should I be investing money?

Are you building or withdrawing? Are you investing for yourself or yourself and others? Is it for higher education? A bigger house? A confident retirement income stream? As much as we would love to give one simple answer, your investment strategies depend first and foremost on YOU. We offer custom strategies to your investment needs. Let our experience help define the “You” in your investments.

Meet The Nest Egg Team

Our talented team offers a diverse array of experiences and capabilities suited to your distinct needs. You deserve our unique approach delivered to you in a personalized fashion, reflecting our commitment to excellence. Each of our members focuses on the essence of who we are and who we want to be with each and every family.