NIGHTGALE WEALTH MANAGEMENT LLC

Overview

Nightingale Wealth Management LLC is a small limited-liability advisory firm that offers financial planning and portfolio management for individuals and small businesses. The firm operates with a fee structure that combines a percentage-of-AUM model for ongoing advisory relationships and hourly charges for planning work, which indicates a dual focus on project-based advice and the potential for moving planning clients into managed accounts. Nightgale is not an active ESG investor, is not registered as a multi-state adviser, and does not position itself as a pension consultant or capital allocator. The firm lists an affiliation with an insurance company, which suggests it may integrate insurance products or distribution relationships into its client solutions alongside investment advice.

Assets & Accounts

Location & Offices