Financial planning for successful people with growing wealth, growing complexity, and less time to manage it all.

We bring your financial life together with thoughtful, proactive advice and a coordinated plan—so you can spend less time managing the details and more time making the most of what you’ve worked so hard to build.

Schedule an Introductory Call

You may recognize yourself here.

Nadell Wealth is designed primarily for high-earning professionals and families who are still actively building wealth. We are generally best suited for people with $1 million or more in investable assets—or those approaching that level through strong earnings and consistent saving. While every client’s circumstances are different, you may:

  • Be balancing a demanding career with growing family and personal responsibilities.
  • Have more financial moving pieces than you once did, with interconnected decisions involving investments, taxes, cash flow, retirement planning, and your family’s future.
  • Have built meaningful wealth but no longer have the time—or desire—to make every decision and coordinate every detail yourself.
  • Want greater confidence that everything is working together and that important opportunities are not being overlooked.
  • Want to spend less time and energy thinking about money and more time focused on your family, health, relationships, and interests.
  • Be asking what your success can make possible, both now and in the years ahead.

You do not need to arrive with your finances perfectly organized or a fully formed vision for the future. Helping you clarify both is part of our work together.

Two elderly adults and two young girls sitting at a table outdoors on a porch, sharing a meal.
More than investment management.
The people we serve want more than someone to manage a portfolio. They want a trusted advisor who understands their entire financial life, helps them evaluate important decisions and tradeoffs, and remains by their side as their circumstances and priorities evolve.
For some, greater clarity brings renewed purpose to a career they enjoy as they see more clearly what their work is building toward. For others, it opens a path to work less, take a sabbatical, pursue a new opportunity, spend more time with family, give more generously, or enjoy more of what they have built.
The common thread is the desire to make thoughtful, deliberate choices about how to live, with a clear understanding of what their wealth can support.

A good fit for Nadell Wealth

You are likely to be a good fit if:
Two brown check marks side by side on a white background.
You want comprehensive financial planning and investment management through an ongoing relationship.
Two gold check marks side by side on a white background.
You value a disciplined, evidence-based investment approach that emphasizes thoughtful simplicity and a long-term perspective.
You welcome candid guidance, including conversations about tradeoffs and decisions that may not have one perfect answer.
You value a collaborative relationship where you share information, ask questions, and work with your advisor to put recommendations into action.
You want your financial decisions to reflect what matters most to you and support a life you genuinely enjoy.

When another firm may be a better fit

Another firm may be better suited to your needs if:
You want investment management without a broader financial planning relationship.
You are seeking frequent trading, market predictions, or an approach focused on trying to outperform the market.
You prefer an investment strategy built around speculation or complex alternative investments.
You are looking for a one-time financial plan rather than ongoing advice.
You prefer advice focused solely on financial outcomes, without exploring your personal priorities or what you want your wealth to make possible.
Begin your path forward

If this sounds like the kind of relationship you are looking for, the next step is a conversation. You will meet with Matt to discuss what brought you here, what is on your mind, and what you hope your wealth can make possible. You will also learn how Nadell Wealth works, have the opportunity to ask questions, and decide together whether the fit feels right.

Explore Our Process and Pricing