Bachelor's Degree

Anthony Nardi - Financial Advisor in Rye Brook, NY | WiserAdvisor.com

Kingswood provides tailored financial solutions, empowering you to navigate your financial journey with confidence and peace of mind. We offer estate planning (to protect your legacy, retirement planning for a secure future, and education planning for your children's needs.

Kingswood US

Our financial planning services for businesses are designed to help you build a strong financial foundation and achieve sustainable growth. We work closely with business owners to develop tailored strategies that address both immediate needs and long-term objectives, ensuring your company thrives in a competitive marketplace.

We provide expert guidance on key areas such as cash flow management, business succession planning, employee benefits, and tax strategies. By analyzing your financial structure and identifying areas for improvement, we create a plan that maximizes efficiency and positions your business for continued success.

With ongoing monitoring and adjustments, our financial planning services ensure your business remains adaptable to market changes, economic shifts, and evolving priorities. Whether youre seeking to grow, protect, or transition your business, we provide the tools and expertise to guide you every step of the way.

Our financial planning services for individuals are designed to help you take control of your financial future with a personalized, goal-oriented approach. We create a comprehensive plan tailored to your unique needs, providing clarity and direction for every aspect of your financial life.

This service includes a deep dive into your current financial situation, identifying opportunities for growth, savings, and risk management. We address key areas such as retirement planning, investment strategies, debt reduction, and tax efficiency. By setting actionable steps, we ensure your plan aligns with your priorities and evolves with your changing circumstances.

With regular reviews and updates, we help you stay on track toward achieving both short- and long-term goals, giving you the confidence and peace of mind that your finances are working to support the life you envision.

Our financial advice and consulting services provide tailored guidance to help you navigate complex financial decisions and achieve your unique goals. Whether youre planning for a specific milestone or need a fresh perspective on your overall financial strategy, we deliver expert advice designed to simplify the process and optimize outcomes.

We focus on understanding your individual needs and challenges, offering actionable recommendations on areas such as budgeting, debt management, investment strategies, tax planning, and more. Our goal is to equip you with clear, practical solutions that align with your priorities and provide long-term value.

With a focus on personalized service and ongoing support, our financial advice and consulting services empower you to make confident, informed decisions at every stage of your financial journey.

Our portfolio management services are designed to help you achieve your financial goals through a thoughtful, customized approach to investing. We create portfolios tailored to your unique objectives, risk tolerance, and time horizon, using diversification to optimize returns while managing risk effectively.

We actively monitor your portfolio, making adjustments as needed to keep it aligned with your goals, even as markets and personal circumstances change. Our process includes rebalancing strategies to ensure your asset allocation remains on track, helping to protect and grow your wealth over time.

Tax efficiency is a cornerstone of our approach. We prioritize investments that minimize tax liabilities, maximizing your after-tax returns. Additionally, we provide transparent, easy-to-understand reporting so you can stay informed about your portfolios performance and market trends.

With professional expertise and a disciplined strategy, our portfolio management service gives you peace of mind, knowing your investments are being managed with care and precision. Whether your focus is on growth, income, or a balanced strategy, we work diligently to ensure your portfolio supports your financial goals.

Our retirement planning services are designed to help you confidently prepare for your future, ensuring you can maintain your desired lifestyle throughout retirement. We focus on creating a personalized plan tailored to your goals, time horizon, and financial resources.

Our process begins with understanding your unique retirement vision and calculating how much youll need to achieve it. We develop a clear savings and investment strategy that balances growth with risk management, ensuring your portfolio supports your long-term goals.

We also address key considerations such as Social Security optimization, healthcare costs, and tax-efficient withdrawal strategies. By integrating these elements, we help you maximize your retirement income and protect your wealth.

With ongoing monitoring and adjustments, we ensure your plan stays on track as your needs or market conditions change. Transparent communication and regular updates keep you informed every step of the way.

Whether youre nearing retirement or just starting to plan, our retirement planning services provide the guidance and expertise needed to turn your vision into reality.

Our 401(k) rollover services are designed to help you make informed decisions about managing your retirement savings when changing jobs or retiring. We provide personalized guidance to ensure your rollover aligns with your long-term financial goals and offers the best strategy for growing and protecting your retirement assets.

We start by reviewing your current 401(k) plan, evaluating fees, investment options, and any restrictions. We then compare this with other potential options, such as rolling over into an IRA or another employer-sponsored plan, to identify the most tax-efficient and flexible solution for your needs.

Our rollover process ensures a smooth transition, helping you avoid costly mistakes such as early withdrawal penalties or unnecessary taxes. Additionally, we offer customized investment strategies to grow your retirement savings while balancing risk and reward based on your time horizon and goals.

Whether youre consolidating accounts or seeking more control over your investments, our 401(k) rollover services provide clear, expert guidance to maximize your retirement savings and keep you on track toward financial security.

Our insurance planning services are designed to protect your financial well-being by ensuring you have the right coverage for lifes uncertainties. We provide personalized guidance to identify risks and recommend tailored insurance solutions that align with your needs and long-term goals.

We evaluate your current insurance policies to uncover gaps or inefficiencies, whether its life, health, disability, long-term care, or property and casualty coverage. Our approach ensures youre adequately protected while avoiding overpaying for unnecessary coverage.

By integrating insurance planning into your overall financial strategy, we help safeguard your assets, income, and loved ones, giving you peace of mind. As your needs evolve, well review and adjust your coverage to keep your protection current and aligned with your goals.

Our annuity services are designed to help you secure a steady income stream and add stability to your financial plan. Whether youre planning for retirement or seeking to protect your assets, annuities can provide a reliable solution tailored to your needs.

We guide you through the different types of annuitiesfixed, variable, immediate, and deferredto help you select the option that aligns with your goals, risk tolerance, and time horizon. By incorporating annuities into your broader financial strategy, we aim to create a balance between income generation and growth potential.

Our approach includes a clear explanation of annuity features such as tax deferral, income guarantees, and legacy benefits, so you can make informed decisions. We also review and optimize existing annuities to ensure they continue to meet your evolving needs.

Annuities can be a valuable component of your financial plan, offering peace of mind through consistent income and protection against market volatility. Were here to help you maximize the benefits they provide.

Our education funding and planning services are designed to help you prepare for the rising costs of education while balancing your broader financial goals. We provide a clear roadmap to ensure you can support your loved ones educational aspirations without compromising your financial future.

We begin by estimating the costs of education based on your unique goals, whether for private school, college, or graduate programs. From there, we explore tailored savings strategies, such as 529 plans, Coverdell ESAs, or other tax-advantaged accounts, to help maximize growth while minimizing tax burdens.

Our approach also considers scholarships, grants, and financial aid opportunities to optimize how you fund educational expenses. Additionally, we integrate this planning into your overall financial strategy, ensuring that other priorities, such as retirement savings or debt repayment, remain on track.

With personalized guidance and regular updates, our education funding and planning services give you confidence and clarity as you invest in the future of your loved ones.

Our wealth management services offer a comprehensive approach to preserving, growing, and transferring your wealth. By integrating investment management, financial planning, and risk management, we help you achieve your financial goals while adapting to lifes complexities.

We begin with a deep understanding of your unique financial situation, aspirations, and challenges. From there, we develop a personalized strategy that includes tailored asset allocation, proactive tax planning, and strategies for multi-generational wealth transfer.

As your dedicated partner, we continuously monitor your portfolio and overall financial plan, making adjustments to align with market changes, evolving priorities, or life events. Beyond investments, we focus on protecting your wealth through appropriate insurance strategies, estate planning coordination, and efficient cash flow management.

Our approach ensures that all aspects of your financial life work together seamlessly, providing clarity, control, and confidence in your financial future. Whether your focus is building wealth, maintaining it, or creating a legacy, we deliver the expertise and solutions you need to succeed.

Our risk management services are designed to protect your financial well-being by identifying, evaluating, and addressing potential risks that could impact your assets and goals. We provide a proactive approach to managing uncertainty, helping you safeguard what matters most.

We begin by assessing your financial situation and identifying vulnerabilities, such as insufficient insurance coverage, market exposure, or unexpected life events. From there, we develop a tailored plan to mitigate these risks, which may include strategies like diversification, liability protection, and appropriate insurance solutions.

Our approach also incorporates scenario analysis and stress testing to evaluate how your financial plan would perform under adverse conditions. By addressing risks upfront, we help you build a resilient financial foundation that can withstand challenges while keeping you on track toward your goals.

With ongoing monitoring and adjustments, our risk management services ensure you remain protected as your needs and circumstances evolve, giving you the confidence to move forward without unnecessary worry.

Our money management services are designed to provide clarity and control over your financial resources, ensuring your income and assets are allocated effectively to meet both short-term needs and long-term goals. We focus on helping you make intentional decisions about how to manage your money in alignment with your priorities.

This service includes creating a personalized budgeting and cash flow strategy to optimize how your income is spent, saved, and invested. We help you track progress toward key financial milestones, such as building an emergency fund, paying down debt, or saving for a major purchase.

We also analyze your expenses and identify opportunities to reduce unnecessary costs while ensuring that essential financial obligations are covered. Through disciplined money management, we create a foundation for stability and growth, allowing you to build wealth confidently over time.

Our goal is to empower you with the tools and strategies to make informed, purposeful financial decisions, keeping your money working efficiently to achieve the life you envision.

Paladin Research Report For:

Anthony Nardi

Kingswood US

About Anthony Nardi

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Qualifications & Membership

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Education

Bachelor's Degree - FINANCE

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