Nightingale Wealth Solutions
Firm details
- Headquarters
- Needham, Massachusetts
- CRD number
- 342681
- Registered since
- October 20, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Nightingale Wealth Solutions LLC is a newly formed, individually owned advisory firm that registered with the SEC in 2026. The firm provides financial planning and portfolio management for individuals and small businesses, offers pension consulting services, and performs selection-of-other-advisers work, positioning itself to both advise clients directly and to source external managers or strategies on clients’ behalf. Its fee model includes both a percentage-of-AUM component and fixed fees. Nightingale identifies as a capital allocator rather than an active ESG investor, and its operations are not described as multi-state.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Needham, MA
Norfolk
Location
Needham, MA
Headquartered in Needham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 1040 Great Plain Ave
- Time zone
- ET (UTC-5)
- Office locations
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