Our Passion ... Your Life Goals!
Nautica Wealth Advisors is passionate about helping our clients work toward their life goals. By developing a plan that reflects your unique aspirations, and utlilizing our independent and unbiased guidance, we can help you “go confidently in the direction of your dreams and live the life you have imagined.”
Connecting to Values You Can Trust
We realize we are not the only firm that offers wealth management, investment strategies and wealth protection planning. What sets us apart is our commitment to keep your best interest at the fore front of our practice. Nautica Wealth Advisors is built on a 40 year tradition of putting “Clients First.” We firmly believe that the relationships we build with our clients are for life, and we never lose site of the trust and confidence our clients place in us to help them on their journeys to financial independence.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Real Cost of a Vacation Home
What if instead of buying that home, you invested that money?
Making the most of surprises is a great reason to work with us.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
There are four very good reasons to start investing. Do you know what they are?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Bonds may outperform stocks one year only to have stocks rebound the next.
How long does a $20 bill last?
Second marriages are a trigger event to revisit any existing estate strategies.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
What is your plan for health care during retirement?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, covering how bond laddering works.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.