NASH-HASTY PRIVATE WEALTH MANAGEMENT

Overview

Nash-Hasty Private Wealth Management is a small, fee-based RIA that manages portfolios for individual and family clients with a clear tilt toward publicly traded equities. The firm operates as a limited liability company and charges clients a percentage of assets under management. Its advisory activity centers on portfolio management for individuals and small businesses rather than institutional consulting or pension work. The firm does not identify as an active ESG investor and is not positioned as a multi-state or related adviser. Investment practice emphasizes liquid, exchange-listed instruments and separately managed account structures, with discretionary management comprising the bulk of client relationships. The firm’s profile suggests a straightforward wealth-management model: direct equity exposure supplemented by mutual funds and selective private-placement allocations where appropriate.

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Public Holdings

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Location & Offices