Van Nostrand Wealth Management LLC
Van Nostrand Wealth Management is a fee-only, fiduciary firm providing wealth management and financial planning services to individuals and families looking for a true partner who is passionate about their financial well being. We specialize in retirement planning.
Wealth Management: We will provide you with investment management plus all of the comprehensive financial planning services that we offer on an ongoing basis for an AUM based fee. This is our most common service.
Financial Plan: We will provide you with a comprehensive financial plan that covers practically any financial area that affects your retirement for a fixed fee. This service is right for those interested in wealth management but want the chance to work with us first, or the retirement DIYers just looking for a professional check up.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.