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Providing Clients With Tools to Keep Focused

Providing clients with tools to keep focused and on target for living a life without regrets

The core service of our practice is Wealth Management. That is helping clients to organize, simplify and manage their financial resources. Our mission is to provide the very best service to our clients so that they can concentrate on the important issues in their lives—family time, travel, charitable work, career building, or higher education.

How do you know if you could benefit from the services of a qualified financial planner?

You may not have the expertise, the time or the desire to actively plan and manage certain financial aspects of your life. Even if you have spent years managing your own portfolio, you can still benefit from an objective, third-party perspective on what are often emotional, difficult decisions. And in today’s hectic world, it can be beneficial just to have a financial specialist looking over your shoulder to double-check your planning efforts and make sure you stay focused and follow through with your financial plans.

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“Go confidently in the direction of your dreams.
Live the life you have imagined.” – Henry David Thoreau

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Financial Planning

Financial Planning

Helping our clients develop a solid financial plan is central to the services we offer. We provide customized planning strategies designed to evolve as your own needs and circumstances change.

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Investment Management

Investment Management

Managing an investment portfolio requires an understanding of the forces that drive the market and then responding in a manner that capitalizes on investments and minimizes risks. Nautica Wealth Advisors helps you develop a portfolio tailored to your financial goals and needs.

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Estate Planning

Estate Planning

We offer strategic estate planning services to assist our customers in establishing the future distribution of their wealth. A robust estate plan also provides for end-of-life healthcare wishes and financial management.

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Tax Planning

Tax Planning

An effective tax planning strategy seeks to minimize tax liabilities. At Nautica Wealth Advisors, we have the experience to guide our clients in efficiently managing their taxes to reduce the impact on financial goals.

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Retirement Planning

Retirement Planning

Retirement may seem like it is still a long way off from your perspective, but the time to start preparing is now. The advisors at Nautica are here to help you pursue your retirement goals.

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Insurance Planning

Insurance Planning

Planning for life's unexpected eventualities is critical in managing your wealth. Getting in touch with a financial advisor is your first step towards managing and mitigating unexpected damages and claims.

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