Wealth Management
Evidence-based approach for growth and risk control.
- Portfolio management
- Asset allocation & rebalancing
- Ongoing monitoring & reporting
About Nightgale Wealth
We’re a Registered Investment Adviser dedicated to disciplined portfolio management, tailored financial & retirement planning, and clear insurance guidance—delivered with transparency and a client-first Code of Ethics.
Nightgale Wealth Management
Independent Registered Investment Adviser
Information is educational and not tax or legal advice. Advisory services offered only where properly registered or exempt.
What Our Clients Can Expect
We help individuals, families, and small business owners prepare for the future and navigate the unique challenges of retirement living—with clarity, discipline, and a client-first focus.
We guide clients in identifying and establishing specific financial goals, formulating comprehensive plans to achieve them, and implementing strategies for financial planning, wealth accumulation, estate planning, life & health insurance, business planning, investments, and retirement planning.
Our approach emphasizes practical application—clear actions and steady follow-through—so you can pursue your financial objectives effectively and confidently.
Evidence-based allocation, risk controls, and rebalancing.
Tax-aware saving, income, and withdrawal strategies.
Coverage aligned to needs, budget, and long-term goals.
Coordination with pros for legacy, entity, and succession needs.
Licensed Life & Health agent in the state of New York. Authorized to help you select the appropriate type and amount of coverage.
Independent agent affiliated with RIA Insurance Solutions, a division of Financial Independence Group (FIG), helping identify suitable providers for your needs.
Insurance recommendations are based on your objectives and suitability. This is not a solicitation in any jurisdiction where we are not properly licensed or registered.
We build strong relationships and deliver an easy-to-understand plan—your North Star toward a more independent financial future.
Information is educational and not tax or legal advice. Advisory and insurance services provided only where properly licensed, registered, or exempt. Verify background on FINRA BrokerCheck.
What I Offer
During the development of your tailored financial plan, I will guide you through a systematic process that will instill confidence in your decision-making abilities. Once your objectives have been defined, I will create appropriate strategies to align with your vision and goals. I am equipped to assist you in executing a sound financial plan utilizing the Suitability Assessments* following products and services:
Evidence-based approach for growth and risk control.
Comprehensive plan aligned to your life and timeline.
Turn savings into a reliable income plan.
Plan for family, heirs, and charitable gifting
Coverage aligned with needs, timelines, and budget.
*Offered through RIA Insurance Solutions, a division of Financial Independence Group (FIG).
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Securities and Custodian services offered through Charles Schwab & Co., Inc. (Schwab), independent qualified custodian holding the client’s assets. Member FINRA / SIPC. Charles Schwab & Co., Inc. (Schwab) and Nightgale Wealth Management LLC are not affiliated. Nightgale Wealth Management LLC is independent and not affiliated with or supervised by Schwab, however clients have direct access to their accounts at Schwab.
This communication is strictly intended for individuals residing in the state of NY. No offers may be made or accepted from any resident outside the specific states referenced.
A broker/dealer, investment adviser, BD agent, or IA representative may only transact business in a state if first registered, or if excluded or exempt from state registration requirements. Follow-up, individualized responses to persons in a state that involve effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA representative, a consumer should contact their state securities regulator or visit FINRA BrokerCheck.