Nelson Morrison Wealth Management
Our mission is to understand what matters most to you—your goals, values, and vision for the future. With that insight, we ask thoughtful questions, listen closely, and design personalized strategies to help you and your family pursue financial success while managing risk. At Nelson Morrison Wealth Management, we focus on turning your goals into actionable plans, supported by a team committed to delivering clarity, confidence, and care every step of the way.
At Nelson Morrison Wealth Management, everything starts with you. Your goals, your concerns, your vision for the future—these are the foundation of every conversation we have and every strategy we build.
Whether you're planning for education, healthcare, a major life transition, or your legacy, we take the time to understand your full financial picture. Then, we craft a personalized plan designed to help you manage risk, grow your wealth, and make confident decisions.
Backed by the resources of Merrill and the banking strength of Bank of America, we deliver thoughtful and appropriate solutions designed to help you manage risk, grow wealth, and make informed decisions—today and for years to come.
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.
