Nahum helps retirees work towards preserving and growing their assets to foster their independence and sustain their quality of life.

To this task he brings knowledge, experience and empathy. His goal: to provide you with the perspective and services you need to perpetuate and enhance your financial well-being.

Always mindful of his professional responsibility to put clients’ interests first, Nahum devotes his financial accumen to tailoring custom portfolios for the individuals, couples and families he serves.

In a high-risk financial world rife with misinformation, half-truths and unaffordable complacency, Nahum’s mission is to instill in today’s retirees the informed resolve they need to take the right steps toward a confident financial future.

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