Independent Wealth Management

As a fiduciary advisor, we are legally bound to put clients’ interests ahead of our own. That’s very different from most advisors, who operate under much looser regulatory standards.

Our compensation model helps to ensure that we live up to our fiduciary standard. We don’t earn sales commissions when our clients buy investments; rather, we earn a fixed, pre-agreed fee. As a result, we don’t face temptation to recommend an investment based on what we stand to gain by doing so. And our fee approach also frees us to focus on clients’ wide range of financial needs, not just their investments.

We keep client assets with an independent, third-party custodian in order to assure their safety. NSWA personnel have no direct access to client money. Our primary custodian is Charles Schwab & Co., one of the largest and most respected firms in the financial industry.

We serve affluent individuals and families, business owners, and non-profit organizations.

We design customized portfolios based on each client’s unique goals, risk tolerance, and time horizon. One of our differentiators is that we manage investments personally, in-house, rather than turning client assets over to a distant, unaccountable third-party manager. Client portfolios are handled personally by NSWA President, CEO, and Senior Portfolio Manager David Kahn, who has more than two decades of experience investing at major Wall Street firms. Our equity strategies rely heavily on dividend-paying stocks. And we use an active approach to mitigating risk and seizing opportunity, using hand-picked stocks, bonds, and other investments.

Please contact us directly with further questions. Note that we offer a complementary review of your investment portfolio and financial plan.