Nick Tilli
Tilli Wealth Management works with Fortune 500 professionals, folks nearing or in retirement, and those with equity compensation in pre- and post-IPO companies.
As a fee-only, fiduciary, and independent financial advisor, Nicholas Tilli is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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Nick spent the bulk of his career working for Fidelity Investments working with individuals and families to create and maintain financial plans. Led by a desire to operate underneath the fiduciary standard, Nick left to join the ranks of the Registered Investment Advisors (RIA's) who operate under the fiduciary standard, committed to putting the client's interest first. Nick served as the Director of the Private Client Group for a top 100 accounting firm, overseeing a team of advisors and responsible for the strategy and execution of the division. Led by a strong desire to always do what's right for clients and the need to create a service model that delivers more value than what is currently being offered in the marketplace meant the only way to do that was to establish Tilli Wealth Management.
Businesses, Individual Investors
401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning
Yes
Yes
I have a clean record
I have a clean record
CFP®
Commodities, Stocks, Bonds, Options & Futures, Mutual Funds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Your Office, Email, Phone, Your Home, Our Office, Video Conference
Fee-Only
100000
Hourly, Flat Fee, Based on Assets
Yes
Additional Detailed Disclosures
