Fiduciary financial advisor in Nevada

Change Wealth Advisors is a finance institution located at 975 Roberta Lane in Sparks, Nevada, United States. We take a personalized approach to evidence-based wealth management, founded on the idea of making a positive impact on our clients and communities. As an investment fiduciary, we are legally bound to prioritize the best interests of our clients above all else. We are committed to serving our communities and partnering with organizations that fight human trafficking. Our team, led by Founder Adam Sikorski, is dedicated to providing honest and transparent wealth management services held to the highest standard of care. We believe in creating purpose in the lives of our clients and being a light in our communities. Connect with us to schedule a consultation and learn more about how we can help you achieve financial success.

Merrill Lynch Financial Advisor Jennifer Shydler is a reputable institution located at 400 South Rampart Boulevard in Las Vegas, Nevada, United States. Specializing in finance, Jennifer focuses on addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. She works closely with clients to tailor customized financial strategies to help them achieve their goals. With a wealth of experience and numerous accolades, Jennifer is known for her exceptional client service and commitment to professional excellence. She holds various certifications and designations, including the CERTIFIED FINANCIAL PLANNER™ certification, and is actively involved in her community through volunteering and serving on nonprofit boards. Jennifer takes pride in her Las Vegas roots and enjoys spending time with her family, listening to live music, and traveling. Clients from various backgrounds seek Jennifer's expertise for their financial needs, confident in her ability to provide trustworthy guidance and support.

Asset Preservation Wealth & Tax, Financial Advisors is a premier institution located in Henderson, Nevada. Our team of certified financial planners specializes in providing expert tax services and financial planning to help you optimize your finances. Whether you are looking for retirement planning or wealth management, our experienced advisors can tailor strategies to meet your specific goals and needs. With a focus on tax-saving strategies and personalized advice, our financial planners in Henderson, NV can help you navigate the complexities of financial planning with confidence. As fiduciaries, you can trust our team to provide transparent and reliable services that put your best interests first.

Merrill Lynch Financial Advisor Dean Elyacoubi, located at 400 South Rampart Boulevard in Las Vegas, Nevada, is dedicated to building and maintaining strong relationships with clients. With 15 years of experience, Dean is passionate about helping individuals and families make important financial decisions. He takes a holistic approach to developing customized investment plans, considering clients' backgrounds, values, and future dreams. Dean holds the CERTIFIED FINANCIAL PLANNER™ certification and is committed to staying at the forefront of industry developments. He offers personalized financial planning services, including Wealth Management Advisor at Merrill and access to trust and fiduciary services from Bank of America Private Bank. Dean believes in a client-centered approach, focusing on individual goals, priorities, and life changes. Through the Investment Personality Assessment, he gains a deeper understanding of clients' investing preferences to customize financial approaches. With regular check-ins and adjustments to financial plans, Dean helps clients stay on track towards achieving their goals. Let Merrill Lynch Financial Advisor Dean Elyacoubi help you navigate the complexities of your financial life and pursue your aspirations.

Bank of America Private Client Advisor Steven L McCracken, located at 400 South Rampart Boulevard in Las Vegas, Nevada, is a Senior Vice President with over 30 years of experience in banking. Steve and his team offer personalized advice and guidance in investment management, credit services, trust and estate planning, and wealth transfer strategies. They take a consultative approach, focusing on understanding each client's unique goals and aspirations. Steve, a graduate of William Jewell College and the University of Nevada-Las Vegas, is passionate about supporting his community and enjoys spending time with his family, watching sports, and playing golf. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, with a focus on meeting the financial needs and goals of individuals, families, businesses, and institutions. With a history of over 200 years, Bank of America Private Bank combines personalized service with innovative strategies to help clients navigate the complexities of managing significant wealth. Please note that you are leaving the Bank of America Private Bank's website when directed to FINRA’S BrokerCheck. We strive to provide information about products and services that may be of interest to you, and you may opt out of online behavioral advertising if desired. Investing involves risk, and it is advisable to consult legal and tax advisors before making financial decisions. Bank of America does not serve in a fiduciary capacity with all products or services offered.

Greg Adams is a Financial Advisor at Ameriprise Financial Services, LLC, located at 10845 Griffith Peak Drive in Las Vegas, Nevada, United States. Greg holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Greg is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. With a focus on ethical practices and a commitment to ongoing education, Greg Adams is a trusted advisor for all your financial needs.

Lori Bean - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7251 West Lake Mead Boulevard in Las Vegas, Nevada, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to their clients. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation for fixed-rate and variable annuities, CASL® credential for senior and retirement planning, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®) designation. These certifications cover a range of financial planning topics and ensure that advisors are well-equipped to meet the diverse needs of their clients.

Bank of America Private Client Advisor Shirley Cruz, located at 400 South Rampart Boulevard in Las Vegas, Nevada, offers personalized financial strategies for individuals, families, businesses, and institutions. With over 200 years of experience, the institution helps clients manage significant wealth, preserve assets, build philanthropic legacies, and plan for future growth. The team at Bank of America Private Bank takes the time to understand each client's unique needs and goals before creating tailored solutions. By combining a personalized approach with the resources of Bank of America, the institution aims to help clients achieve their financial objectives. Tune in at 2:00 PM EST on Monday and Friday for the latest insights. Please note that by visiting the website, you may be directed to FINRA’S BrokerCheck and subject to separate terms and privacy policies. Your privacy and preferences are important to us, and we strive to provide you with information about products and services that may be of interest. However, investing involves risk, and it's important to consult with legal and tax advisors before making any financial decisions. Bank of America Private Bank does not provide legal, tax, or accounting advice and does not serve in a fiduciary capacity for all products or services.

Bank of America Private Client Advisor Margaret Quinones is a Vice President and Private Client Advisor located at 400 South Rampart Boulevard in Las Vegas, Nevada. She works with ultra-high-net-worth families, executives, entrepreneurs, and individuals to address various aspects of their financial lives. Margaret leads a team of specialists who collaborate to optimize investment management, credit solutions, cash management, estate planning, and wealth transfer. She tailors her services to each client's unique circumstances, prioritizing their life goals and professional aspirations. With her extensive knowledge and network within Bank of America, Margaret connects clients to the resources that best suit their needs, providing a personalized and impactful experience. Margaret has been with Bank of America since 2012, starting as a Merrill Financial Advisor in Philadelphia before transitioning to her current role in Las Vegas. She holds a master's degree in human resource development from Villanova University and is actively involved in community service and professional organizations. Bank of America Private Bank has a rich history of helping clients manage significant wealth for over 200 years, offering personalized strategies and innovative solutions to meet financial objectives. They prioritize client goals and provide disciplined financial strategies to navigate changing markets and evolving financial landscapes.

Capstone Capital Wealth Advisors is a leading finance institution located at 2600 Paseo Verde Parkway in Henderson, Nevada, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we provide personalized solutions tailored to your specific needs. Trust Capstone Capital Wealth Advisors to guide you towards financial success and peace of mind.

Stephanie Webb is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 606 South 9th Street in Las Vegas, Nevada, United States. Stephanie holds a variety of certifications and designations that demonstrate her expertise in wealth management and financial planning. These include the AAMS™ certification, the ADPA™ Accredited Domestic Partnership Advisor™ designation, the AEP® designation, the Accredited Investment Fiduciary® (AIF®) designation, the APMA™ Accredited Portfolio Management Advisor™ designation, the AWMA℠ certification, and more. Stephanie's extensive training and education in asset management, investment strategies, estate planning, and retirement planning make her a trusted advisor for individuals, retirees, small business owners, and high net worth clients. She is committed to upholding a code of ethics and staying current with industry trends and best practices. Whether you are looking for advice on investment opportunities, insurance products, or financial and estate planning, Stephanie Webb has the knowledge and experience to help you achieve your financial goals. Contact her today to schedule a consultation and start building a secure financial future.

Bank of America Private Client Advisor Fred Flihan, located at 400 South Rampart Boulevard in Las Vegas, Nevada, is a Vice President and Private Client Advisor with Bank of America Private Bank. Fred specializes in connecting high-net-worth individuals and institutions to tailored strategies to help them achieve their financial goals. With a focus on risk tolerance, time horizon, liquidity needs, and overall investment objectives, Fred offers a personalized approach that combines the intimacy of the Private Bank with a wide range of resources. Fred's extensive experience and knowledge of various lines of business enable him to support clients in utilizing the full range of resources available to them. By working closely with a team of specialists, Fred aims to simplify complexity, identify efficiencies, and make a meaningful difference in his clients' lives. He is committed to providing financial education, insight, and analysis to help clients make informed decisions about their financial futures and legacies.

Ivo Malchov is a Client Support Associate at Ameriprise Financial Services, LLC located at 3883 Howard Hughes Parkway, Las Vegas, Nevada, United States. The institution offers a range of financial services and specializes in providing support to individuals in areas such as asset management, investment strategies, estate planning, retirement planning, and insurance products. Ivo Malchov holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in areas such as portfolio management, fiduciary practices, estate planning, and behavioral financial advising. The institution also offers training programs for professionals in fields such as exit planning, special needs consulting, and long-term care planning. Clients can expect high-quality financial advice and support from Ivo Malchov and the team at Ameriprise Financial Services, LLC.

Carlan Strand, Manager AAC at Ameriprise Financial Services, LLC, located at 3883 Howard Hughes Parkway in Las Vegas, Nevada, is a finance institution offering a range of services to meet the asset management needs of individuals. Carlan Strand holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing expertise in estate planning, retirement planning, investment strategies, and fiduciary practices. With a focus on providing comprehensive financial advice, Carlan Strand is equipped to assist clients in making informed decisions regarding their financial future.

Robert Rueckl - Morgan Stanley is a leading finance institution located at 5390 Kietzke Lane in Reno, Nevada. As a branch of the prestigious Morgan Stanley, we offer a wide range of financial services including wealth management, investment banking, and asset management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Robert Rueckl - Morgan Stanley is here to provide the guidance and support you need. Visit us today to learn more about how we can help you secure a brighter financial future.

Creative Planning is a finance institution located at 4741 Caughlin Parkway in Reno, Nevada, United States. Our fiduciary wealth managers work closely with in-house CPAs and attorneys to analyze every aspect of your financial situation. We ensure that your money is working hard for you every day, year after year. Unlike other firms that offer standard portfolios and set-it-and-forget-it allocations, Creative Planning takes a personalized approach. We optimize your investments, taxes, and estate plan to work together seamlessly. Our goal is to provide you with a richer financial journey, not just focus on the end destination of wealth.

Prutzman Wealth Management is a leading finance institution located at 201 West Liberty Street in Reno, Nevada, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and expertise, we offer a comprehensive range of services including investment planning, retirement planning, estate planning, and more. At Prutzman Wealth Management, we are committed to providing our clients with the guidance and support they need to secure their financial future.

Alchemy Wealth Management: Ryan Nelson is a financial institution located at 3301 South Virginia Street in Reno, Nevada, United States. As a fee-only, fully independent firm, we operate as fiduciaries for our clients, providing trustworthy financial services in a world where consumer trust in the financial industry is low. Our mission is to help clients achieve financial independence, freeing up time and resources to pursue their passions and create lasting memories. We specialize in retirement planning, transforming financial stress into confidence by offering expert guidance and empowering individuals to thrive financially while minimizing tax implications.

MRA Associates, located at 9139 West Russell Road in Las Vegas, Nevada, is a finance institution specializing in comprehensive wealth management services for high-net-worth individuals, business owners, and families. Their team of advisors offers investment advisory services for fiduciaries of corporate retirement plans, endowments, and foundations of nonprofits. Services include holistic tax, retirement, and estate planning. The institution operates Monday through Thursday from 8:00 am to 5:00 pm and on Fridays from 8:00 am to 1:00 pm. MRA Associates provides financial services such as committee education, donor development, OCIO services, performance reporting, and investment management to nonprofit clients. They also offer wealth planning, portfolio management, family governance, philanthropic strategies, and other financial advisory services. With a focus on employer organizations, they offer fiduciary partnerships, plan design optimization, financial wellness programs, and more.

RetireWire, located at 8945 West Russell Road in Las Vegas, Nevada, is a finance institution dedicated to providing free retirement planning resources to help individuals retire rich and fearless. With a focus on basic financial knowledge, retirement planning strategies, and practicing retirement before actually retiring, RetireWire offers tools, tips, and tactics to help you build and live your dream retirement plan with confidence. Led by Greg Phelps, President of Redrock Wealth Management, a fiduciary financial advisor firm, RetireWire aims to alleviate the stress and anxiety often associated with retirement decisions by providing honest advice and guidance. Whether you're looking for information on investing, taxes, healthcare, or other financial factors, RetireWire is here to help you achieve financial freedom and a secure retirement future.

Hightower Las Vegas is a boutique wealth management firm located in Henderson, Nevada. With over $1 billion in client assets under management, we are one of the largest investment advisory firms in the state. We also provide fiduciary advice and strategic guidance to non-profit organizations in the Las Vegas Valley. As fiduciaries, we prioritize your interests above all else, striving to help you succeed in managing your wealth to a higher standard. Our financial planning process, YourGPS, allows us to optimize the whole wealth management equation, giving you the confidence to focus on what truly matters in life.

Lucia Capital Group - Henderson is a finance institution located at 1080 Wigwam Parkway in Henderson, Nevada, United States. At our institution, you will receive a personal financial dashboard tailored to your specific goals and get guidance from a team of seasoned professionals. We understand the challenges of an uncertain future and aim to help you take control of your financial future today. Our dedicated team of CERTIFIED FINANCIAL PLANNER™ professionals and Chartered Financial Consultants will work with you to craft a personalized strategy to help you work towards your financial goals. As your fiduciary, we prioritize what we believe fits your specific situation when making recommendations. Our integrated wealth platform offers end-to-end investment strategies, from wealth advice to asset management and insurance services. With more than 15 locations nationwide, we provide comprehensive financial planning and wealth services to clients of all types and account sizes. Contact us to schedule an appointment and start planning for your retirement with confidence.

Carson Wealth is a finance institution located at 6910 South Cimarron Road in Las Vegas, Nevada, United States. As financial advisors in Las Vegas, we provide independent and objective advice to help clients define their life goals and create a path towards the life they desire. Our team offers financial planning, investment management, retirement planning, estate planning, tax planning, charitable giving advice, and more, all while acting as fiduciaries. We customize wealth solutions based on each client's unique goals and dreams, ensuring a cohesive execution and layers of accountability with our advisory team approach. With over two decades of experience in the city, we are active in the community and support various non-profit organizations. Our investment process is designed to manage risk and align portfolios with specific goals and objectives. Whether you are confident in your retirement income or have concerns, our team can help navigate financial challenges. Estate planning is crucial to ensure assets pass to intended heirs in desired ways. Our advisors have received prestigious awards such as Forbes Best-in-State Wealth Advisor and Barron's Magazine Hall of Fame Inductee. We are affiliated with Cetera Advisor Networks LLC and CWM, LLC, providing a range of services to meet our clients' needs. Visit our website for more information about our advisors and services.

Surevest Capital Management is a finance institution located at 9505 Hillwood Drive in Las Vegas, Nevada, United States. We offer comprehensive family office services that are designed to manage wealth from a 360-degree perspective. Our goal is to exceed expectations, simplify lives, and help establish lasting legacies for our clients. At Surevest Capital Management, we leverage an exclusive network of experts to help you achieve your personal and professional financial goals. As fiduciaries, we always put our clients first and prioritize their needs above all else. Our assets, as of December 31, 2023, include the firms that Corient has acquired or in which we have an investment. Please note that certain assets may not be considered as regulatory assets under management, as defined in our Form ADV. Trust Surevest Capital Management to provide you with the personalized and professional financial services you need to secure your financial future.

Crown Wealth Management, LLC is a reputable finance and insurance agency located at 621 South 10th Street in Las Vegas, Nevada. Our team of experienced professionals is dedicated to providing personalized wealth management services to help individuals and businesses achieve their financial goals. With a focus on tailored solutions and exceptional customer service, Crown Wealth Management, LLC is committed to helping clients secure their financial future. Contact us today to learn more about our services and how we can assist you in managing your wealth effectively.

Premier Trust Inc, located in Las Vegas, Nevada, is a trusted independent trust company offering top-notch trust administration services to clients nationwide. With a focus solely on administering trusts, we do not manage investments or provide legal advice, allowing our clients to maintain their existing relationships with financial professionals, attorneys, and CPAs. As one of the largest trust companies in Nevada, we provide clients with the Premier Advantage, ensuring they benefit from Nevada's top trust laws. Our goal is to establish long-lasting relationships with our clients and help them fulfill their wishes for their heirs.