Nelson Hallam Group
At The Nelson Hallam Group, our perspective on wealth management has been shaped by more than 50 years of shared financial experience and a desire to provide the skills and sensitivity many clients do not expect, but certainly deserve.
The way we see it, our value extends well beyond dollars and cents. It’s best measured over time, by the delivery of highly purposed advice and guidance – offered with an authentic, personal touch.
As an established team, we’ve earned our stripes assisting a largely referred clientele of successful people who want to preserve and grow the wealth they’ve worked hard to achieve. A majority comes from previous advisors who did not deliver the desired levels of acumen and attention.
What makes us proud? Clients have not just brought us their challenges – they’ve also brought us holiday baskets, honey, homemade dishes, thank you cards, and the feeling that comes from serving good people who appreciate our knowledge, care and consideration.
Well-known in our community, we enjoy serving our neighbors and former schoolteachers, professionals beginning to accumulate wealth, active and retired business owners (with and without qualified retirement plans), their employees, and as many as three generations of families we’ve come to know. When possible, we work closely with both spouses, so that each can explain what holds meaning in their lives and understand the strategy we build on their behalf.
While diverse in their paths to our door, most clients have a conservative mindset in terms of risk tolerance and reasonable expectations for their investments. We share their perspective and don’t swing for home runs or chase trends. Instead, we rely on our experience and long-term investment approach – one that has allowed clients to navigate market volatility (especially in 1987, 2000, 2008 and 2020).
Day in and day out, we put a premium on frequent discussions that revolve around clients’ personal passions, as well as their financial situations and ambitions. We host meetings with entire families so that each stakeholder can contribute and appreciate an overall strategy. We also meet with employers and their employees – to help them build wealth that endures into their retirement years.
Our clients’ achievements and values have led to financial and personal success. We are proud to help manage their wealth responsibly and in the most respectful manner.
At The Nelson Hallam Group, our perspective on wealth management has been shaped by more than 50 years of shared financial experience and a desire to provide the skills and sensitivity many clients do not expect, but certainly deserve.
The way we see it, our value extends well beyond dollars and cents. It's best measured over time, by the delivery of highly purposed advice and guidance – offered with an authentic, personal touch.
As an established team, we've earned our stripes assisting a largely referred clientele of successful people who want to preserve and grow the wealth they've worked hard to achieve. A majority comes from previous advisors who did not deliver the desired levels of acumen and attention.
What makes us proud? Clients have not just brought us their challenges – they've also brought us holiday baskets, honey, homemade dishes, thank you cards, and the feeling that comes from serving good people who appreciate our knowledge, care and consideration.
Well-known in our community, we enjoy serving our neighbors and former schoolteachers, professionals beginning to accumulate wealth, active and retired business owners (with and without qualified retirement plans), their employees, and as many as three generations of families we've come to know. When possible, we work closely with both spouses, so that each can explain what holds meaning in their lives and understand the strategy we build on their behalf.
While diverse in their paths to our door, most clients have a conservative mindset in terms of risk tolerance and reasonable expectations for their investments. We share their perspective and don't swing for home runs or chase trends. Instead, we rely on our experience and long-term investment approach – one that has allowed clients to navigate market volatility (especially in 1987, 2000, 2008 and 2020).
Day in and day out, we put a premium on frequent discussions that revolve around clients' personal passions, as well as their financial situations and ambitions. We host meetings with entire families so that each stakeholder can contribute and appreciate an overall strategy. We also meet with employers and their employees – to help them build wealth that endures into their retirement years.
Our clients' achievements and values have led to financial and personal success. We are proud to help manage their wealth responsibly and in the most respectful manner.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
