NARDENE WEALTH MANAGEMENT

who we are

DaVE RAMSEY CONFIDENCE

The Nardene wealth adviser, in conjunction with the estate and/or tax Attorney, will help guide clients in helping establish an appropriate protection and transfer vehicle in order to help the estate plan for an efficient and secure distribution.

INVESTMENT MANAGEMENT

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Whether you’re just starting baby step one or you are planning your charitable trust with step 7 we are geared to help you. As a Dave Ramsey Smartvestor Pro, Michael teaches individuals to bridge the gap from getting out of debt to making compounding interest work for them and not against them.  He has helped couples with hundreds of thousands in debt to become financially independent. 

Trading on the floor of the NYSE

Our team was invited to ring the closing bell on NYSE in celebration of our great ETF launch!

ESTATE PLANNING

We are a premiere provider of investment advice.  Our insight has set us apart over the past several years. Whether it is establishing mutual fund/ETFs strategies, individual stock selection, or custom bond portfolios, we have the experience to help you.