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Finding the right financial advisor can have a lasting impact on your financial future. Whether you’re growing your wealth, planning for retirement, or navigating complex financial decisions, having a reliable financial partner can help you make smart choices and stay on course.
If you’re in Reno and seeking financial guidance, consider these trusted advisory firms known for their personalized service and deep understanding of the local financial landscape.
- The Bernard Wealth Management Group
- The Entrust Group – Precious Metals Center
- Trident Capital Advisors
- Universal Value Advisors
- Vantage Wealth Planning
- Wealth Architects LLC
- Mc2 Wealth Solutions
- Nevada Investment Management
- Northwestern Mutual
- Open Window Financial Solutions Ltd
1. The Bernard Wealth Management Group
Bernard Wealth Management is a dedicated financial advisory firm based in Royal Oak, Michigan, committed to delivering tailored financial solutions that align with clients’ unique goals. Founded on the principle that investment firms should prioritize client interests, the firm emphasizes a client-centric approach in all its services. With a team of seasoned professionals, Bernard Wealth Management offers comprehensive services, including investment management, retirement planning, insurance analysis, and financial counseling. Their process involves developing a personalized Investment Policy Statement (IPS) for each client, ensuring that investment decisions are consistently aligned with individual objectives. By combining diligent research with a deep understanding of clients’ financial landscapes, Bernard Wealth Management strives to provide clarity and confidence in financial planning.
🔹 Services: Investment Management, Retirement Planning, Insurance Analysis, Financial Counseling
📍 Address: 360 N. Main St, Suite 430, Royal Oak, MI 48067
🔗 Website: bernard-wealth.com
📧 Contact: ken@bernard-wealth.com
2. The Entrust Group – Precious Metals Center
Entrust Precious Metals (Entrust PMC) specializes in facilitating self-directed Individual Retirement Accounts (IRAs) funded by physical precious metals such as gold, silver, platinum, and palladium. They collaborate with reputable IRA custodians like The Entrust Group to offer clients a streamlined process for investing in precious metals within their retirement portfolios.
3. Trident Capital Advisors
Universal Value Advisors is a financial advisory firm located at 1 East Liberty Street, Suite 406, Reno, NV 89501. They specialize in portfolio management for individuals, small businesses, and investment companies, offering personalized services driven by macroeconomic trends and quantitative investment data.
4. Universal Value Advisors
Vantage Wealth Planning is a financial advisory firm based in Reno, Nevada, dedicated to aligning clients’ financial strategies with their personal values and aspirations. They offer comprehensive planning services, emphasizing a client-centered approach that focuses on understanding individual goals to provide tailored financial advice.
5. Vantage Wealth Planning
Wealth Architects is a multidisciplinary advisory firm located at 500 Damonte Ranch Parkway, Suite 852, Reno, NV 89521. They specialize in total wealth management, assisting clients in accumulating, preserving, growing, and transferring wealth through a comprehensive approach that addresses financial complexities.
6. Wealth Architects LLC
Wealth Architects is a multidisciplinary advisory firm located at 500 Damonte Ranch Parkway, Suite 852, Reno, NV 89521. They specialize in total wealth management, assisting clients in accumulating, preserving, growing, and transferring wealth through a comprehensive approach that addresses financial complexities.
7. Mc2 Wealth Solutions
Mc2 Wealth Solutions is a financial advisory firm located at 679 Sierra Rose Dr, Suite B, Reno, NV 89511. The firm specializes in providing personalized wealth management services to individuals and families, focusing on long-term financial planning and investment strategies to help clients achieve their financial goals and secure their financial future.
8. Nevada Investment Management
Nevada Investment Management is a financial advisory firm located in Reno, Nevada, specializing in investment management services for both individual and institutional clients. The firm is committed to delivering personalized investment strategies tailored to each client’s unique financial goals and risk tolerance.
9. Northwestern Mutual
Reno, Nevada, often referred to as “The Biggest Little City in the World,” is a vibrant urban center nestled in the western part of the United States. Known for its rich history, diverse culture, and proximity to natural wonders, Reno offers a unique blend of urban amenities and outdoor adventures.
10. Open Window Financial Solutions Ltd
Open Window Financial Solutions is a fiduciary, fee-only wealth management and financial planning firm based in Reno, Nevada. Founded by Dr. Joe Hollen, a former emergency physician, the firm is dedicated to providing objective, evidence-based financial advice free from conflicts of interest. With a commitment to transparency and integrity, Open Window offers comprehensive services including investment management, tax-efficient strategies, estate planning, and retirement planning. The firm’s intergenerational team, led by Joe and his son Eric Hollen, CFP®, AIF®, focuses on serving high-earning professionals, established families, and medical practitioners, helping them achieve financial clarity and peace of mind. Open Window manages over $223 million in assets, emphasizing personalized guidance and long-term partnerships. 🔹 Services: Investment Management, Tax Planning, Estate Planning, Retirement Strategies
📍 Address: 4741 Caughlin Parkway, Suite 3, Reno, NV 89519
📞 Phone: (775) 827-0670
🔗 Website: openwindowfs.com
📧 Contact: advice@openwindowfs.com
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