Wealth Management Services

Divorce Settlement Planning

  • Divorce is an incredibly emotional time for everyone. While a lawyer should be retained for the legal work, we can help analyze the financial implications of the divorce as well as work with your lawyer on achieving an equitable settlement.

Planning Services

  • We work with families to develop comprehensive, goals-based financial strategies that coordinate and align insurance, investment, philanthropic, retirement and wealth transfer planning needs with personal values and long-term objectives.

Retirement Services

  • We help you develop holistic retirement strategies with an emphasis on income needs, projected cash flow requirements, investments, philanthropic giving and long-term goals.

Trust Services

  • We help you and your family create trust and estate transfer strategies with an emphasis on tax efficiency. Our team works with you and your family to preserve family values and educate the next generation on financial and investment best practices.

Estate and Succession Strategies

  • From estate and family legacy planning, to business valuation and succession, we work with individuals, families, business owners and institutions to build personalized strategies to help you preserve and grow your legacy.

Investment Consulting Services

  • We work with you to discern areas of investment opportunity, providing comprehensive management and ongoing monitoring of your investments. Our comprehensive services include the development of a personal investment policy, asset allocation strategies, investment manager recommendations and consolidated reporting.

Investment Products & Services

Equity and Fixed Income Securities

Mutual Funds

Separate Account Management

Single Strategy Hedge Funds

Fund of Hedge Funds

Discretionary Portfolio Management

Sales of Restricted and Control Stock Strategies

Rule 10b5-1 Trading Plans

Hedging and Monetization Strategies

Options

Exchange Traded Funds

Insurance and Annuities

Equity Research Reports

Institutional Consulting & Corporate Services

INSTITUTIONAL INVESTMENT CONSULTING SERVICES

• Portfolio Analysis
• Investment Policy
• Asset Allocation
• Investment Manager Recommendations
• Portfolio Monitoring
• Consolidated Reporting
• Due Diligence



CORPORATE SERVICES

• Retirement Plan Services
• Employee Stock Option Plans
• Employee Stock Purchase Plans
• Buybacks
• Deferred Compensation Plans
• Rule 10b5-1 Trading Plans
• Cash Management

Learn More About The Nulman Group

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