We are so excited to announce that Triad Financial Strategies has acquired Nelson Financial Management, LLC, a leading PNW financial planning and wealth management company specializing in financial services to individuals, families, and closely-held businesses.
Ever since we started Nelson Financial Management, I focused on putting our clients first -always. Several years ago, I decided that to maintain our growth without compromising our commitment to providing “white glove” service, I needed to find a more extensive and seasoned firm to merge with. It took some time, but the search was well worth the waiting for.
What does this mean for you?
On a day-to-day basis, it is business as usual. But now, we have more talent and capabilities to continue to provide you with innovative solutions and stellar customer service.
What does it mean for us?
Our staff is now part of the Triad family. We are thrilled to be part of a dream team of advisors, portfolio managers, and operation experts.
The next chapter
Triad is a great next chapter in our story. Their team shares our vision to give clients the best user experience and the most innovative planning and wealth management solutions. Words cannot express how thankful and honored we feel for all your faith and trust over the past decades. We now look forward to writing this next chapter with you.
Arlyn & Sharon Nelson
Visit us at https://www.triad-fs.com