Nissi Wealth serves business owners, professionals, and faith-driven families preparing for retirement, managing liquidity events, or navigating complex transitions.
We provide values-based financial planning with a focus on tax strategy, legacy, and strategic wealth solutions. We also service clergy and church 403(b) retirement plans to optimize their tax-free benefits.
Securities and Investment Advisory Services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. For full disclosures, please visit www.nissiwealth.com.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 2140 Professional Dr,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.nissiwealth.com
- Keywords
- Roseville.
- HQ
- Roseville, California
Nissi Wealth Questions
Nissi Wealth's website is https://www.nissiwealth.com
Nissi Wealth's LinkedIn profile is https://www.linkedin.com/company/nissi-wealth
Nissi Wealth has
2 employees.
View email and phone details for 2
employees at Nissi Wealth.
Nissi Wealth's industry is
Financial Services
Nissi Wealth's top competitors are
Verde Wealth Group, Llc,
Ability Wealth Group,
Acme Wealth Group,
Peters Wealth Group,
Riggle Wealth Group,
Whitney Wealth Group,
Summit Wealth Group,
Highlands Wealth Group,
Castle Wealth Group,
Summation Wealth Group.
Nissi Wealth's categories are Financial Services
Nissi Wealth's founding year is 2011
