Nissi Wealth

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.