Nabell Winslow Investments & Wealth Management
Investing
Why pick this one
Nabell Winslow Investments & Wealth Management provides custom portfolio management and retirement income planning with team members holding RICP®, ChFC®, and MSFS credentials.
Best for
- retirees needing tax-efficient income streams
- pre-retirees planning retirement distributions
- business owners coordinating personal and business finances
- entrepreneurs and professionals seeking advanced wealth strategies
- clients planning charitable gifts, family transfers, or private foundations
Specialties
- tax-efficient retirement income planning
- custom portfolio management
- qualified retirement plan strategies
- business succession planning
- charitable giving and legacy strategies
Certifications
- Chartered Financial Consultant® (ChFC®)
- Retirement Income Certified Professional® (RICP®)
- Chartered Life Underwriter® (CLU®)
- Master of Science in Financial Services (MSFS)
- Certified Wealth Strategist® (CWS®)
- Certified Financial Planner® (CFP®)
- Accredited Estate Planner® (AEP®)
- Life Underwriter Training Council Fellow® (LUTCF®)
- Chartered Advisor for Senior Living® (CASL®)
What makes them different
- Independent firm not owned by a bank or insurance company and without proprietary products it must offer
- Active investment management process involving regular research, investment analysis, sector trend review, and ongoing portfolio monitoring
- Custom portfolios mapped to each client's tax return, goals, and risk tolerance
- Team-based coordination of business and personal finances, including collaboration with attorneys and CPAs
- Disclosure of recommendation advantages, disadvantages, costs, and compensation before commitments are made
Distilled from this business's own website.
Contact & Location
- Address
- 219 Racine Dr Ste a-1, Wilmington, NC 28403
- Phone
- +19102399130
- Website
- http://www.nabellwinslow.com/
- info@nabellwinslow.com
Services
- retirement income planning
- portfolio management
- business owner planning
- legacy planning
- estate planning
- wealth accumulation planning
- asset protection planning