Question 1

What services does Nevada Family Wealth offer?

Accepted Answer

Nevada Family Wealth offers personalized financial planning services to help clients achieve their life goals. They work with a variety of clients, including relocating Californians, business owners, women investors, licensed professionals, and retirees.

Question 2

What makes Nevada Family Wealth different?

Accepted Answer

Nevada Family Wealth takes a team-based approach to serving clients, focusing on the big picture of wealth planning and providing a high standard of care. They strive to build strong relationships with clients and understand their unique needs and goals.

Question 3

Who are the key members of the Nevada Family Wealth team?

Accepted Answer

The Nevada Family Wealth team includes Jim Marren, CFP®, CWS®, CEPA; Christopher "Casey" Neil, CFP®, AAMS®; Jordyn West; Elsie Bohn; and Samantha Straub. They work closely with their home office partners, including Cinnamon Chaney, Tiffany Marshall, Sammy Murphy, and Brian Shannon.

Question 4

What resources and support does Nevada Family Wealth offer clients?

Accepted Answer

In addition to personalized financial planning, Nevada Family Wealth provides clients with access to a variety of resources and tools, including insights and commentary on behavioral finance, intergenerational wealth transfer, communication, and philanthropy. Clients can also access their accounts through a secure client portal.

Question 5

How can clients get in touch with Nevada Family Wealth?

Accepted Answer

Clients can contact Nevada Family Wealth's offices in Reno, Nevada, and Las Vegas, Nevada, or their Southlake, Texas office. Contact information, including addresses, phone numbers, and a map and directions, is available on the company's website.

Nevada Family Wealth - Raymond James

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About Nevada Family Wealth - Raymond James

Frequently Asked Questions about Nevada Family Wealth - Raymond James

What services does Nevada Family Wealth offer?

What makes Nevada Family Wealth different?

Who are the key members of the Nevada Family Wealth team?

What resources and support does Nevada Family Wealth offer clients?

How can clients get in touch with Nevada Family Wealth?

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