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A financial ally to big dreamers
Nora Wealth is dedicated to building wealth for better lives. We know that money can make a difference for the people and causes you care about. We're here to help you fund your vision.
At Nora Wealth, wealth-building starts with why.
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We want to know your purpose:
The kind of life you want to live
The goals that motivate you
The impact you want to make
So we can help you get there. Because that’s our purpose.
From there, we’ll advise you on the strategies and tools aligned with your values and goals.
And you’ll barely have to lift a finger.
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Who We Help
Nora Wealth helps progressively-minded professionals, executives and business owners who are building assets to fund their big dreams.
How We Help
Our Financial Services
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Financial Planning
Prepare for the unexpected – and for all your bucket-list dreams.
It all starts with a solid Financial Plan. At Nora Wealth, we use our signature Discovery Process to get to know you, find out your “why” and construct your goals to align your financial means with your ambitious dreams. Then we make recommendations, help you implement them, and help you stay accountable along the way.
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Wealth Management
Enhance your portfolio and make it work in the background.
We can do our best work when you delegate the on-going details to us. Through our Wealth Advisory Agreement, we provide a multi-faceted suite of services, designed to keep you on track to meet your goals. Included are on-going monitoring of your financial plan and investment management using our proven, tax-efficient strategies and techniques.
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Sustainable Budgeting
Feel secure in your budget – now and in the future.
Knowing how much you need to live on and what you’re spending is not only critical now, but it’s the best predictor of what you’ll need in the future. We help you nail down the numbers so you can make better decisions for yourself and your loved ones.
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Retirement Planning
Get ready for life’s phases with less stress.
Whether you just can’t wait to retire, or you just can’t see yourself not working, we’ll help you be prepared for life’s evitable transitions and to fund your dreams along the way.
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Education Planning
Pave the way to pay for college.
We’ll help you determine what to expect for college costs and land on strategies to save for them.
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Tax Planning
Personalize your tax strategy and minimize your tax burden using the available tools.
Tax strategy and planning is one of the most overlooked aspects of managing your money well. We look for opportunities and work with you and your tax preparer to plan for and implement your decisions.
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Insurance Planning
Make smart decisions about the insurance coverages you buy.
We will ask you to tell us what insurance coverages you have, evaluate what you need and recommend ways to prioritize your decisions. We can also recommend insurance professionals for any insurance products you may need to buy.
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Estate & Legacy Planning
Fund your best life first. Then pass along what’s left to those you love and care about.
We project the cost of funding your goals, then determine expectations for generational wealth to be passed along or given to causes you care about… all with tax efficiency in mind.
As a fee-only, fiduciary financial advisory firm, our fees are totally transparent.
We work hard to keep our costs down so we can keep your costs reasonable.
How We Work
Are we right for you?
We always start with a Financial Plan. Plans run about $3,000 on average, sometimes a bit less and sometimes more, depending on complexity.
Once the Plan is ready, we can best help when you delegate the details to us under our comprehensive Wealth Advisory Agreement (WAA). This set-up works best for clients who’ve accumulated some assets for management, say about $1 million or more. WAA services start at 1% per year for the first $1 million you have us manage.
Of course, each situation is unique, so some combination of the above may suit you best. We want to help and will talk about any other options on your Intro Call.
Getting started is simple.
Step 1
Request a complimentary Intro Call
We’ll discuss your current financial situation and where you want your wealth to take you. We’ll talk next steps and cost and decide if a Discovery Interview is for you.
Step 2
Schedule a Discovery Interview
We’ll gather your financial info and set up a time for the interview. We’ll follow our signature Discovery Process to define your goals and lay out the steps we’ve determined are a fit for your goals and values.
Step 3
Get started on realizing your dreams
Sign up for a tailored, guided approach to creating and implementing your Financial Plan and managing your investments. Include a direct line of communication with your wealth allies (that’s us) as we align your financial means to your ambitious dreams.
You’ve worked for your money –
Let’s make your money work for your dreams
Request a complimentary Intro Call today and see what money can make possible.
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What People are saying
“I wanted to hire someone I could trust, to LEAD me and my husband in conversation and planning to responsibly plan for a comfortable retirement while moderating our level of risk.”
*The persons giving these testimonials were directly solicited by Nora Wealth. No compensation of any kind was provided.