Nancy has been in the financial services industry for over 15 years. She works closely with individuals and families to design and implement customized financial plans that serve to protect and grow multigenerational wealth. She's worked in both large and small investment institutions servicing ultra high net worth clients. She is proud to have been able to contribute to discussions that allow clients to walk away much more informed and confident in their decision making . We are committed to empowering underserved communities through comprehensive financial education while guiding all clients to understand and achieve their financial objectives.
Nancy have given back to the community by offering pro-bono financial planning advice to various non-profit institutions including Savvy Ladies and AARP. She has also spent time with Center for Financial Empowerment in their Mad City Money workshops to help empower high school students on topics of financial literacy. She is married with two school age sons. If she's not out in the baseball field or at a basketball court, she enjoys traveling the world or getting lost in a good book.
As a CERTIFIED FINANCIAL PLANNER® and Investment Advisor Representative with a Series 65 securities license, Nancy upholds the highest fiduciary standards, always putting her clients' interests first.
Vera Wealth is here for Main Street investors. We work with individuals who are committed to transforming their financial future and building lasting wealth. We will educate clients and get them to financial literacy. No industry jargon, just straight forward guidance that makes sense for your life. We make professional financial planning accessible to all individuals in different phases of their life. Our approach is transparent and thorough. We explain not just what we recommend, but why. You'll understand the purpose behind each investment choice and how our carefully designed guardrails protect and grow your wealth. We believe informed clients make better financial decisions and achieve stronger long-term results. Come talk to us. We are here to listen.
General Information |
| Work with the following types of clients: | Non-Profit Organizations, Individual Investors |
| Advisory Services Provided: | Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services |
Services |
| Investment Types: | Mutual Funds, Exchange Traded Funds (ETFs), Stocks, Bonds |
| Can meet clients in the following ways: | Our Office, Phone, Email, Video Conference |
Firm Information |
| Assets Managed by Firm: | Charles Schwab |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
| Compensation Methods: | Flat Fee, Based on Assets |
FAQs |
If you are going to manage my account, will you obtain my permission every time you buy or sell something?No, I will have full discretion over your account unless you have specific restrictions requirements. |
Will you be the only person working with me?Yes, I will be your main contact and advisor. |
How much risk should I be willing to take?We have a comprehensive risk analysis process that will identify the appropriate amount of risk for each client. |
Have you ever been charged with any breaches?No. |
What financial institution(s) do you represent?Charles Schwab |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures https://www.wiseradvisor.com/disclosure/1892940/wiseradvisor-vera-wealth-detailed-disclosure.html |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 6:30 AM - 5:00 PM |
| Tue. | 6:30 AM - 5:00 PM |
| Wed. | 6:30 PM - 5:00 PM |
| Thu. | 6:30 AM - 5:00 PM |
| Fri. | 6:30 AM - 5:00 PM |
| Sat. | 8:00 AM - 11:00 AM |
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