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

– Henry David Thoreau

Client-Advisor Relationship

Nautica Wealth Advisors is dedicated to making your financial planning and investment journey as smooth as possible. That’s why we believe the ideal relationship between Client and Advisor—one that will stand the test of time and market upheavals—relies on good communication, mutual respect and most important—realistic expectations.

You should expect us to be well-rounded financial counselors who are good listeners, proactive leaders, accountable for our actions and recommendations, and honest to a fault.

However, it’s also important that you know and expect that we are not infallible. While we bring over 100 years of combined experience, commonsense, good-instincts, business acumen, integrity and a broad-base of financial knowledge, we also bring a large helping of humility.

We appreciate and acknowledge that this relationship….our life’s work….is about you and your dreams.

That is why we are so client-centric in our approach to financial planning and wealth management. We never lose site of the trust and confidence our clients place in us to lead them in their journey and we take this role very seriously.

Our job is to consistently stay abreast of your personal and unique financial situation.

We do this by taking your pulse through life changing events, market shifts or crises, and changes in your goals or objectives…. helping you to stay strong and committed to your program and make the best possible decisions at every turn in your path.

We want you to fully understand and be comfortable with our planning philosophy and investment style.

We anticipate and welcome your questions and input along the way and believe there are no “dumb” questions. We believe that if you have a clear understanding of why we make our recommendations and how they will affect your wealth-journey, you will be better prepared to stay the course and better able to resist the all too human emotions that often get in the way of successful long-term wealth building.

We understand that sometimes this journey can become challenging or even overwhelming. You can depend on us to keep you focused on the big picture and walk with you every step of the way.