Investment Firms in Reno To Consider

Finding the right investment firm can make a significant impact on your long-term financial success. Whether you’re building a diversified portfolio, planning for retirement, or seeking strategic growth opportunities, working with a trusted investment partner can help you navigate the complexities of today’s markets with confidence.

If you’re in Investment Firm In Reno and looking for professional investment guidance, consider these reputable investment firms known for their personalized strategies, fiduciary responsibility, and strong grasp of the regional economic landscape.

1. Prutzman Wealth Management
2. Navellier & Associates
3. Michael P. Costelloe CFP
4. MC2 Wealth Solutions LLC
5. Northwestern Mutual – Reno
6. First WallStreet Financial
7. Nevada Investment Management
8. Open Window Financial Solutions Ltd.
9. Wealth Architects LLC
10. Schultz Financial Group Inc. – Wealth Management

1. Prutzman Wealth Management

Prutzman Wealth Management is an independent, fee-only wealth management firm based in Reno, Nevada. The firm specializes in providing personalized financial planning and investment solutions tailored to meet the unique needs of individuals, families, and fiduciary investors such as trusts and foundations. Their services include comprehensive wealth management, portfolio management, and customized investment strategies designed to help clients achieve their personal, retirement, and charitable goals. The firm’s mission is to simplify investing and guide clients toward financial freedom, ensuring that their strategies adapt as clients’ needs and situations evolve.

2. Navellier & Associates

​Navellier & Associates is an investment advisory firm based in Reno, Nevada, founded by Louis Navellier in 1987. The firm specializes in growth investing, employing a disciplined, three-step investment process that combines quantitative analysis, fundamental analysis, and optimization to select stocks that outperform the market. Navellier & Associates offers a range of investment strategies, including large-cap growth, mid-cap growth, small-to-mid growth, international growth, and specialty portfolios. Additionally, they provide defensive portfolios designed to protect assets during market downturns, such as Dynamic & Tactical ETF strategies, Covered Call strategies, and Global Macro Allocation. The firm caters to individual investors with portfolios ranging from $250,000 to over $100 million, as well as institutional clients. Navellier & Associates is known for its active management approach, with portfolio turnover ranging from 100% to 300%, depending on market conditions.

3. Michael P. Costelloe CFP

Costello Financial Planning is a family-owned, fee-only fiduciary financial advisory firm with offices in Bend, Oregon, and Chicago, Illinois. Founded by Rob Costello, a Certified Financial Planner, and Paul Costello, a Certified Public Accountant, the firm emphasizes a client-centric approach rooted in evidence-based financial strategies. Since its inception in 2007, Costello Financial Planning has been dedicated to helping clients achieve financial independence through personalized planning and transparent advice.

4. MC2 Wealth Solutions LLC

MC2 Wealth Solutions is a boutique financial advisory firm based in Reno, Nevada, specializing in personalized wealth management services for individuals and families. Established in 2009, the firm focuses on creating customized financial strategies that align with clients’ long-term goals, offering guidance on investment opportunities, financial planning, and navigating complex financial situations. With a commitment to evidence-based recommendations and client education, MC2 Wealth Solutions aims to empower clients to make informed financial decisions.

5. Northwestern Mutual – Reno

Northwestern Mutual’s Reno office, located at 200 S Virginia St, Suite 550, offers comprehensive financial planning services tailored to the needs of individuals and businesses in the region. Established in June 2022, the office aims to provide holistic financial guidance encompassing insurance, investments, and wealth management strategies. Under the leadership of Managing Director Max Baillargeon, the team focuses on delivering personalized financial solutions to help clients achieve their financial goals and secure their futures.

6. First WallStreet Financial

First Wallstreet Financial Advisors is an independent, full-service brokerage firm located in Reno, Nevada, offering personalized financial planning and investment management services. With over 74 years of combined experience, the firm specializes in retirement planning, estate planning, and portfolio reviews, tailoring strategies to each client’s unique goals and risk tolerance. Their services include various retirement plan options such as Traditional and Roth IRAs, 401(k) rollovers, and SEP IRAs, as well as comprehensive estate planning solutions. The firm’s advisors, including Kay Dunham and Lou DiMarco, are committed to building long-term relationships with clients and actively participate in community service through charities and non-profit organizations. Investment advisory services and securities are offered through Cetera Advisors LLC, a member of FINRA/SIPC, ensuring clients receive professional and regulated financial guidance.

7. Nevada Investment Management

Nevada Investment Management, based in Reno, Nevada, is a private wealth management firm dedicated to guiding clients—primarily retirees or those nearing retirement—through prudent financial planning and investment strategies. Emphasizing a strong fiscal, ethical, and moral responsibility, the firm customizes investment portfolios to align with individual risk tolerance, time horizons, and financial goals. Their comprehensive services encompass retirement and income planning, tax strategies, long-term healthcare considerations, and succession planning. The firm’s website offers a wealth of resources, including articles, calculators, and videos, to educate clients on various financial topics, ensuring they are well-informed and confident in their financial decisions.

8. Open Window Financial Solutions Ltd.

Open Window Financial Solutions is a fee-only, fiduciary financial advisory firm based in Reno, Nevada, founded in 2004 by Dr. Joe Hollen, a former emergency physician. The firm is now led by his son, Eric Hollen, CFP®, and remains committed to delivering objective, transparent, and personalized financial advice. With approximately $245 million in assets under management, Open Window serves a diverse clientele, including medical professionals, established families, and young professionals, offering services such as retirement planning, tax efficiency strategies, debt management, and charitable giving. The firm’s approach emphasizes long-term partnerships, inter-generational wealth transfer, and reducing financial stress through evidence-based strategies. Clients benefit from a secure, personalized financial portal that consolidates accounts, tracks spending, and stores important documents, enhancing collaboration and financial clarity. Open Window’s team of certified professionals is dedicated to fostering financial well-being with integrity and respect.

9. Wealth Architects LLC

Wealth Architects, LLC is a multidisciplinary advisory firm based in Reno, Nevada, dedicated to helping clients achieve their most significant financial and personal goals. Established in 2002 by Curtis W. Campbell and Gerald M. Dorn, the firm was designed to integrate legal, tax, and financial expertise—an approach typically found in high-net-worth family offices—to provide comprehensive wealth management services.

10. Schultz Financial Group Inc. – Wealth Management

Schultz Financial Group (SFG) is a fee-only fiduciary financial advisory firm based in Reno, Nevada, serving high-net-worth clients across Nevada, California, and beyond. Established in 1982 by Russ Schultz, CFP®, the firm offers wealth management, investment management, and family office services tailored to each client’s unique needs.