About Us
We built Nolan Wealth Management because people deserve better.
Founder Thomas Nolan built this firm around a simple idea: financial advice works best when it feels like a real relationship, not a transaction. After years in the industry, he saw too many clients who felt left behind, only heard from once a year, handed a portfolio without a plan, and left to figure out taxes and income on their own. Nolan Wealth Management was built to be different.
We specialize in serving people aged 50 and older, because this stage of life deserves a dedicated, intentional approach. Whether you are five years from retirement or already living it, we are built for exactly where you are. We understand the emotional and psychological side of retirement - the questions, tradeoffs, and uncertainties that go far beyond your investments.
We are an independent firm, which means we are not tied to proprietary products or company quotas. Our only obligation is to you. After a thorough multi-year review of the landscape, we chose to affiliate with LPL Financial to give our clients access to a deeper technology platform and a broader range of solutions, all while maintaining the independence and transparency that allows us to put you first.
Retirement is not just a financial event.
It is a personal one.
We have sat with people who come in excited, quietly anxious, or carrying questions they have never said out loud.
We meet every one of them with honesty, patience, transparency, and zero judgment. Whatever you are feeling about retirement, you can say it here.
Will my savings last?
We run “what if” scenarios.
How do I manage my income?
We map it out clearly.
How should my portfolio be positioned?
We help you invest with intention.
How can I potentially reduce my taxes?
We seek opportunities to lower your tax bill.
Who We Serve
Built for people navigating retirement on their own terms.
Our clients are people in their 50s, 60s, and beyond who want a plan that is clear, coordinated, and looked after regularly. No jargon. No judgment. Just honest, transparent conversations.
5 to 10 Years from Retirement
The decisions you make now matter more than almost any before. We help you plan the transition before it arrives.
Already in Retirement
Retired does not mean done. Your money still has work to do. Let us help to get it working as hard as you did.
Navigating a Major Life Change
Job change, divorce, loss of a spouse, or a sudden inheritance. These are some of the most consequential financial moments of your life that deserve real guidance.
Seeking a Coordinated Plan
If your financial picture feels like a puzzle yet to be solved, we will help to bring all aspects together into one picture that makes sense and is designed strategically with a goal to help you keep more of what you have built.
Our Services
Three things that work better together.
We bring retirement income planning, investment management, and tax control strategies into one coordinated approach designed with a goal to strategically help you keep more of what you have built.
WHAT SETS US APART
1
Quarterly client reviews, every client
We meet with every client four times a year because life changes, tax laws change, and markets move. Staying current is part of the job.
2
Tax control strategies are built in, not bolted on
Roth conversions, asset location, and capital gains timing are a part of our tax control strategies and a core part of every plan, not an afterthought.
3
A judgment-free zone
Financial decisions are complicated and personal. We meet you where you are, without making you feel overwhelmed.
4
No jargon. Just clarity.
We take complex strategies and translate them into plain language so you can make confident decisions. We will not use fancy industry terms to sound impressive.
5
Same-day response, open door, always
Questions do not wait for your next scheduled meeting. Neither do we. Reach out any time and you will hear back the same day.
6
One coordinated plan, not three separate ones
We align each part of your financial life, your income, investments, and tax strategies, so you always know exactly where you stand.