Welcome to Niles Wealth Management

Niles Wealth Management was established to provide ongoing professional advice to investors while helping you pursue your individual investment objectives.We are able to do this by offering truly objective financial advice on a fee basis. This method of compensation allowsus to adjust your investment portfolio without requiring you to pay commissions.* 

Working on a fee basis allows us to:

  • Customize an investment portfolio that is designed to help you address your short- and long-term investment goals.
  • Provide simplified performance reporting, making it easy for you to monitor your account.
  • Support you with ongoing professional advice, timely information about your account and updates on the world's financial markets.
  • Manage your portfolio and make investment changes without commissions* as your objectives or the economic climate changes. 

* Nominal transaction charges may apply.

Investments and asset management offered through LPL Financial. Diversification does not ensure a profit or protect against loss.

Wealth Management Philosophy