Wealth Management

Nadler Financial Group provides investment advisory and wealth management services to high net worth individuals and corporate sponsored retirement plans. Independent and fee-based, we are free to design portfolios and choose investments that are in the best interests of our clients. Our mission is the same as yours: to grow the value of your portfolio while managing risks over the long-term.

As an SEC-registered investment advisor, we have a relationship with Charles Schwab Advisory Services that allows us to offer discount brokerage services, state-of-the-art technology, and a large selection of no-load mutual funds, institutionally-priced mutual funds, and exchange traded funds (ETFs). Our clients receive monthly statements directly from Charles Schwab, and we report on the financial markets and investment performance on a quarterly basis.

Strong Leader, Strong Team

We strive to help make our clients feel comfortable that their investments and their portfolio allocations are being carefully managed by our firm on an ongoing basis. Our Investment Committee, led by our CIO, Michael Nadler, and comprised of the firm’s wealth managers, analyzes the economy and financial markets and develops and implements investment allocation strategies customized to each investor’s needs. As both financial planners and wealth managers, Nadler Financial Group brings extensive experience in estate, insurance, income tax investment, and retirement planning to each client’s specific financial situation.

Our Approach*

Ongoing communication with our clients is very important to our success. In addition to regular updates on your performance and commentary on prevailing changes in the economy and financial markets, we request that our clients meet with us on an ongoing basis. The reason is that we believe that we can help to manage your wealth more effectively if we understand what is happening in your life. The birth of a child? Change in career? Want to retire earlier or later than planned? These and other similar changes will impact our investment decisions. Our friendly and responsive professional staff has many years of experience and is always available to answer your questions and handle day-to-day account service requests.

For more information, please contact us to obtain a copy of our ADV Part 2 disclosure document.

* The scope of the services to be provided will depend upon the terms of the engagement.