$3.9 trillion
In invested assets globally
As of 12/31/2022
What is the primary focus of The Nintzel Wealth Partners? You, and what matters most to you. We see our relationship as an ongoing, ever-evolving collaboration. We make no assumptions about your wealth until we thoroughly talk through your priorities and your concerns. As a multigenerational team, our advice is relevant to clients at any age. Each of us brings the knowledge we’ve gained from every type of market. Looking back, we believe our experience offers our clients the benefit of perspective. But we are also modern thinkers whose guidance reflects today’s realities.
We recognize that you place your trust in our ability to help you achieve your goals, to create the right opportunities for you and your family and to plan confidently for the future. To us, there’s no greater honor. And without question, there’s no greater responsibility.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
We believe planning is the first step toward achieving what matters most to you
Our team talks a lot about family, priorities and the issues that keep you up at night. From paying for college to a retirement strategy for you or your business to deciding on long-term care insurance, we welcome your questions. The answers will helps us design a road map—a vibrant plan for pursuing your goals across each area of your financial life.
$3.9 trillion
In invested assets globally
As of 12/31/2022
Global leader
UBS is a world-leading wealth manager
#1
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2020