Individuals and Families

Whether your objectives are singularly-focused or broader in nature, NexTier offers a selection of personal wealth management services designed to help you successfully manage your wealth. Backed by an impressive, multi-disciplinary team of credentialed professionals, you’ll achieve a sense of clarity and confidence only an experienced, steady hand can provide.

Investment Management Investment management is central to most wealth plans. NexTier’s approach combines a thorough knowledge of our clients’ situation with a dynamic and interactive portfolio management process. Learn More	Retirement Our retirement services are designed to help you make sound decisions about your future, before and after retirement. NexTier has the qualifications and integrity to structure and manage retirement assets in a way that minimizes potential income and estate taxes. Learn More
Fiduciary Services NexTier offers an objective voice to help you transfer your wealth - as well as your values - on to future generations and beneficiaries. Our fiduciary practice includes national trust powers and more than 40 years of personal trust administration and estate settlement experience. Learn More	Planning NexTier Wealth Management can help you develop or revise your financial or estate plans. Analysis by a NexTier certified planner will give you confidence in your financial decisions. Learn More
Philanthropy For some, establishing a legacy is more than a family affair. If your goals extend beyond family to include charitable interests, let NexTier help you determine the most effective way to include them in your plans. Learn More	Wealth Aggregation NexTier’s Wealth Aggregation tool provides the revolutionary technology for you to successfully manage your personal wealth from one secure, online location. Learn More