MY MISSION STATEMENT
Comprehensive wealth planning strategies for your life and legacy.
Comprehensive wealth planning strategies for your life and legacy.
Securities Agent: AK, AZ, CA, ME, NC, OR, UT, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
CA License#: 0E89402
I am a CERTIFIED FINANCIAL PLANNER™ and Financial Advisor who takes a holistic approach in considering your financial goals and am committed to the highest standards of ethical behavior and demonstrated integrity. I provide comprehensive financial planning and customized wealth management for individuals, couples, families, businesses and institutions.
v Help you work towards financial independence
v Identify and seek to mitigate risk issues
v Assist you in preparing for your family’s lifestyle needs
v Assist with retirement plans
v Coordinate with your tax and legal advisors to anticipate and plan for estate concerns, and
v Provide access to lending services or recommend lending solutions, where appropriate.
My parents struggled hard for every dollar they had, but had no one to give them financial advice. Through uninformed choices, they passed away with nothing. I do not want that to happen to my family or my clients. I have always held the trust of my clients as sacred and I am committed to giving you honest and candid advice with complete integrity. Throughout my 30 years in this industry, my driven purpose has been to assist people, businesses and organizations achieve their financial objectives and lifestyle goals.
To create a formalized, activated and monitored comprehensive financial plan for every individual, couple, family, business and institution, while providing unwavering client advocacy and stewardship.
Implement a custom-tailored, leading-edge wealth management strategy designed to help you achieve your financial goals and objectives by seeking to minimize your risk and maximize your opportunities for financial and wealth planning success.
v Work together with you to identify your goals, objectives, time horizon and risk tolerances
v Design a plan that helps achieve your goals and objectives within your desired lifestyle, and
v Utilize Single Managed Account institutional money managers, as appropriate.
v Assist you to simplify and organize your financial affairs
v Provide you with an opportunity to see your entire financial picture and understand your options
v Give you advice that is completely objective, independent and transparent
v Return back to you control of your financial destiny, and
v Proactively monitor and report on your plan to help ensure its progress.
Nelson Maler, as a Financial Advisor and Certified Financial Planner™ Practitioner, focuses on providing comprehensive financial planning and customized wealth management for individuals, couples, families, businesses and institutions so as to help his clients manage, preserve and grow their wealth consistent with their financial goals and objectives.
He is based in beautiful Southern Oregon, and loves servicing Grants Pass, Illinois Valley, Cave Junction, Rogue River and the surrounding Rogue Valley areas.
He is a 30 year veteran of the financial services industry with a CFP® designation, a Senior Investment Management Consultant designation, a Personal Financial Planning Certificate with distinction from U.C. Berkeley, an M.B.A. in Finance with honors from Golden Gate University, and a B.S. Magna Cum Laude from California Polytechnic State University in San Luis Obispo.
Nelson currently serves as Past President of the Rotary Club of Grants Pass, is Past-Chair of the Josephine County / Grants Pass Chamber of Commerce Board. He is a Rotarian Advisor that serves on two Rotary District committees. He has served as past President of the Western Welcome Newcomers and past Chair of the Josephine County / Grants Pass Chamber of Commerce Finance Committee. He has also volunteered as a Coach for Special Olympics and for numerous other community boards and activities.
Nelson has a 22 year old daughter who is a professional ballet dancer and a 19 year old special needs son who is very active in sports.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
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This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .
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Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
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