Nelson Wealth Management

Our approach

Edward Jones: Nelson Wealth Management is committed to providing a client experience that can’t be replicated.

We've designed our team approach to integrate our complementary strengths and enhance each client experience with different perspectives, but one shared focus: We care about getting to know you. So, we’ll ask hard, smart questions and listen carefully to understand the underlying motivations of your financial decisions. Our approach is thorough and genuine. We'll partner to explore where you are today, where you want to be tomorrow and the financial path that can help get you there.

With over 100 years of combined experience, we recognize the high standard of care and proficiency required to preserve long-term client relationships and meet the evolving needs of the individuals and families we serve. Over the last 25 years, we have stood side-by-side with our clients to navigate market cycles, plan for the future, and adjust to life's challenges, milestones, and goals.

Our team values collaboration and innovation. We engage the expertise of your CPA and estate planning attorney to address all aspects of your financial life. We take pride in thinking outside the box and presenting solutions you may never have heard before –it's part of our commitment to helping you reach your goals.