NARDENE WEALTH MANAGEMENT INC

Overview

Nardene Wealth Management Inc. is an independent registered investment adviser owned by an individual and focused on serving individual and family clients as well as small businesses and institutional business accounts. The firm's advisory offering centers on comprehensive financial planning and discretionary portfolio management, with clients billed on a percentage-of-AUM basis and, where appropriate, hourly charges for planning or project work. Investment posture is equity‑tilted: exchange‑traded equities are the dominant vehicle and the firm expresses a clear preference for liquid, publicly traded instruments. Nardene Wealth Management does not identify as an active ESG investor and is not positioned as a multi‑state adviser or a capital allocator; it uses third‑party managers to access certain alternative strategies rather than operating as an allocator itself. Registered advisory activities include portfolio management for individuals/small businesses and for businesses or institutions in addition to financial planning.

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Location & Offices