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  • 1

    Summit Portfolio Management Inc.

    Las Vegas, NV

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $500,000

    We are an independent Fee-Only financial advisory firm that provides wealth management consulting and portfolio management based on Nobel Prize winning research. Our NEW CLIENT Minimum Portfolio Size = $500,000...

  • 2

    GreatLight Fee Only Advisors, LLC

    Las Vegas, NV

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $250,000

    **NAPFA Member** We are a Fee-Only financial planning and investment advisory firm. Our responsibility is solely to you, our client. NEW CLIENT minimum portfolio size = $250,000…

  • 3

    Fried Asset Management, Inc.

    Paradise, NV

    Services offered: Money Management, 401K to IRA Rollover

    Portfolio requirement: $100,000

    Our firm's managed accounts have outperformed the S&P 500 by 89% since inception in January 1998. We offer separate investor advisory and money management services which use the "Buyback Stragegy" principles. NEW CLIENT min. portfolio size = $100,000...

  • 4

    Valentine Ventures, LLC

    Las Vegas, NV

    Services offered: Money Management, 401K to IRA Rollover

    Portfolio requirement: $500,000

    We provide Inclusive Financial Planning & Expert Investment Portfolio Management. We seek to create the optimal blend of growth assets for each client. Our NEW CLIENT minimum portfolio size = $500,000...

  • 5

    The WealthCare Center

    Henderson, NV

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $250,000

    We are an independent investment consulting firm that specializes in providing holistic income solutions for investors desiring principal preservation, enhanced performance, low cost, and unparalleled service. NEW CLIENT minimum portfolio size = $250,000

  • 6

    Adagio Capital Management, LLC

    730 Sandhill Road
    Reno, NV

  • 7

    Clearwater Wealth Management

    10091 Park Run Drive
    Las Vegas, NV

  • 8

    DB Financial Management, Inc.

    P.O. Box 10214
    Zephyr Cove, NV

  • 9

    Holden Securities Management Inc

    59 Damonte Ranch Pkwy #358
    Reno, NV

  • 10

    Integrated Financial Management

    P.O. Box 2140
    Fernley, NV

  • 11

    Kingsbridge Private Wealth Management, Inc.

    9505 Hillwood Drive
    Las Vegas, NV

  • 12

    Lentz+lentz Strategic Investment Advisors, Inc.

    375 Vassar St
    Reno, NV

  • 13

    Paradigm Capital Management

    6170 Ridgeview Court, Suite F
    Reno, NV

  • 14

    Red Rock Private Wealth Consulting LLC

    6817 S. Eastern Ave.
    Las Vegas, NV

  • 15

    Schultz Financial Group Incorporated

    10765 Double R Blvd
    Reno, NV

  • 16

    Scot Mccormick LLC

    730 Sand Hill Road
    Reno, NV

  • 17

    Stone Investment Advisory Services, Inc.

    502 East John Street
    Carson City, NV

  • 18

    The Mutual Fund Store

    1750 N. Buffalo Drive Suite 103
    Las Vegas, NV

  • 19

    U.S. One, Inc.

    9190 Double Diamond Pkwy
    Reno, NV

  • 20

    Wealth Management Associates, LLC

    2580 Sorrel Street
    Las Vegas, NV

  • 21

    Aegis Financial Group, Inc.

    6813 S. Eastern Ave.
    Paradise, NV

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $250,000

    We serve many clients in Nevada. Our expertise is in reducing taxes and expenses of our clients and more effectively managing the growth of their assets. NEW CLIENT minimum portfolio size = $250,000...

  • 22

    Al Hewitt

    2480 Sorrel Street
    Las Vegas, NV

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    **NAPFA Member** I have devoted myself specifically to providing comprehensive tax and financial planning services to firefighters. I serve firefighter clientele nationally...

  • 23

    Genesis Financial Advisors

    10091 Park Run Drive
    Spring Valley, NV

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, 529 College Savings

    Portfolio requirement: $100,000

    We are a premier Financial Planning and Wealth Management Firm. We look forward to speaking with you about your exact needs! Our NEW CLIENT minimum portfolio size = $100,000...

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