Philosophy

Nisivoccia Wealth Advisors exists to help clients clarify important financial goals, define current reality and create investment strategies designed to help ensure their progress towards reaching those goals. The team was formed from the accounting firm, Nisivoccia LLP because there was a need to provide comprehensive financial advice that was tax-efficient and worked hand-in-hand with the accounting practice. Nisivoccia Wealth Advisors is the trusted resource for clients and collaborates directly with Nisivoccia LLP.

Nisivoccia Wealth Advisors is committed to an overall engagement philosophy: to provide our clients with distinctive and superior, value-added service. We place great emphasis on looking beyond the numbers to the underlying reasons and driving factors behind the current situation and goals for the future. We want to know our clients and understand the organizations we work with. We take pride in conducting our work with a business consciousness and awareness that will enable us to make suggestions and recommendations that are constructive and helpful.

The foundation of our philosophy begins with our values. Our employees, clients, relationships and communities we serve all define us as a firm and enable us to help our clients succeed.

Our Employees

Our employees are integral to our success. We are dedicated to their well-being and continually present opportunities for them to grow and develop, both personally and professionally. Without a great team, we would not be able to provide the quality service and experience our clients deserve.

Our Clients

Our clients are part of the Nisivoccia Wealth Advisors family. They can expect a personalized professional approach with integrity, quality and depth of service. We understand that each client is unique and each solution we build must be custom built for them.

Our Relationships

Our relationships contribute to the growth of our firm. We partner with business and community members to build a network of resources available to our clients. When our clients need help, we strive to always have the answer or find who does.

Our Communities

We pride ourselves in giving back to our communities. Through a shared compassion to help others, we actively encourage our entire Nisivoccia Wealth Advisors family to participate in charitable and not-for-profit activities.