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.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Here's a breakdown of how the federal government spends your tax money.
A letter of instruction provides additional and more personal information regarding your estate.
One way to find money is to examine your current spending habits and eliminate money wasters.
Purchasing homeowners insurance is critical for protecting your home.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How will you weather the ups and downs of the business cycle?
There are hundreds of ETFs available. Should you invest in them?
Taking your Social Security benefits at the right time may help maximize your benefit.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?