This is not about selling investments. This is about setting goals.
THIS IS NOT ABOUT SELLING INVESTMENTS. THIS IS ABOUT SETTING GOALS.
What We Do
The professionals at Nold Bryant are prepared to help coach you through life’s biggest financial decisions.
Think of us as your own financial GPS system. We are here to design a road map and then help you navigate through every turn and challenge ahead.
We are dedicated, energetic, and passionate financial stewards with one mission: Your personal vision of success.
Trust the Process
Goal Setting and Planning
Current Snapshot
Draft Financial Roadmap
Investment Management
Ongoing Service and Support
A STRATEGY WITHOUT EXECUTION IS AIMLESS
How We Work With You
Once we learn more about your personal vision of success, we can then draft a customized financial plan that addresses your goals, dreams and ambitions.
Only through the lens of your financial plan, will we construct a suitable portfolio based on your distinct objectives, risk tolerance, and time horizon.
Our team will monitor the ongoing progress of your plan to ensure it addresses your evolving needs.
We are committed to staying on top of economic and investment trends that may impact your portfolio and make changes as needed.
Services
- Retirement Distribution Strategies
- Wealth Accumulation Strategies
- Financial Planning, Fee Only Planning
- Family Income Protection Strategies
- Education Funding, Special Needs Planning
- Tax Reduction Strategies
- Portfolio and Investment Analysis
- Wealth Management and Transfer
- Charitable Gifting Strategies
- Estate, Legacy and Beneficiary Planning
- Life, Disability and Long-Term Care Insurance
- Business Owner Planning
- Benefit and Compensation Plans
- Retirement Plans, 401(k), SEP, SIMPLE Plans
- Continuity and Succession Planning
We are excited to share that our registered investment advisor (RIA), Integrated Partners, has been listed in Barron's list of Top 100 RIA Firms for 2024.
Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.
Data provided by SHOOK® Research, LLC. Data as of 3/31/25. Forbes America’s Top Next-Gen Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of the ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. SHOOK considered advisors born in 1986 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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