What makes Nisivoccia Wealth Advisors unique compared to other advisory firms is that we are a team of both certified public accountants and wealth management advisors. Working together, we provide you with tax-optimized investment strategies. We take a holistic approach to designing wealth management strategies that consider every aspect of your financial health, including the tax implications of each decision made. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org, sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy/ for more information.
