Van Nostrand Wealth Management LLC
Van Nostrand Wealth Management is an independent wealth management firm providing financial planning and investment management services to individuals and families looking for a true partner who is passionate about their financial well being. We specialize in retirement planning.
Personal Relationships: We are a small firm by design. We take the time to develop personal connections with all our clients. This allows us to better serve our clients and their families.
Trust: Trust is one of the most important pieces in a financial relationship. We will always be transparent about what is going on with your finances and what we think is best for you. We chose to take a fiduciary oath that requires us to act in our clients’ best interests so that they can rest assured that we will be their trusted partner throughout retirement.
Peace of Mind: We understand that dealing with finances can be stressful. We are here to take this stress off your shoulders. We want to take the anxiety out of your finances and provide you with security and peace of mind so you can spend more time focused on the things you love. As one of our clients loves to say, “I don’t worry because Mary does.”
Knowledge/Expertise: Mary has been working in the investment industry for over four decades. She has been working with individuals on retirement planning for two of those decades and has seen clients through every step of the retirement process along the way.
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