Nuvern Wealth Advisors

Nuvern Wealth Advisors Nuvern Wealth Advisors – Helping You Build, Grow, and Protect Your Wealth.
Have you thought about your financial plan? Many people overlook this crucial step. Let's ensure your finances are on track for a secure future! At Nuvern Wealth Advisors, we create personalized strategies to help you grow and protect your wealth confidently.
Whether you're focused on retirement, tax-smart investing, or creating a financial roadmap for your small business, we offer clear, objective guidance backed by years of experience and data-driven strategies.

We serve a diverse range of professionals, including small business owners, Municipal employees (first responders, educators, administrators), high-earning professionals building long-term wealth.

Key Services: Retirement & Rollover Planning, Investment Selection & Portfolio Management, College Savings Strategies, Tax-Aware Investment Planning, Estate Planning with legal support, ongoing advisory services for growing families and entrepreneurs.

DISCLOSURE STATEMENT

Nuvern Wealth Advisors LLC is a Registered Investment Adviser. Registration with the SEC or any state securities authority does not imply a certain level of skill or training. This listing is intended for informational purposes only and does not constitute a recommendation, offer, or solicitation to buy or sell any security.
The information provided is general in nature
and should not be construed as legal, tax, or investment advice. Please consult with a qualified professional regarding your specific situation.

Check the registration of this, or any advisor, at www.adviserinfo.sec.gov.

Your financial strategy should serve your goals, not a broker's payout schedule. Experience pure fee-only fiduciary guid...
10/12/2026

Your financial strategy should serve your goals, not a broker's payout schedule. Experience pure fee-only fiduciary guidance. https://www.nuvernwealth.com/contact.php
Investing involves risk, including possible loss of principal.

Quick check: your retirement accounts and life insurance usually go to whoever is named on the beneficiary form, not who...
10/10/2026

Quick check: your retirement accounts and life insurance usually go to whoever is named on the beneficiary form, not whoever is named in your will. Review those forms after any marriage, divorce, or new child.



A will alone doesn’t keep your estate out of probate court. Our free Trusts Explained guide covers how a properly funded...
10/08/2026

A will alone doesn’t keep your estate out of probate court. Our free Trusts Explained guide covers how a properly funded living trust can help your heirs avoid it.

Get the free guide here: guide.nuvernwealth.com/trusts-explained



Thinking about putting your car in your trust? It's usually not worth it. It can complicate your insurance, it means DMV...
10/06/2026

Thinking about putting your car in your trust? It's usually not worth it. It can complicate your insurance, it means DMV paperwork for an asset that loses value, and many states offer simpler ways to pass a car on without probate. Collector and high-value cars can be the exception.

New to trusts? Our free guide walks through the basics: guide.nuvernwealth.com/trusts-explained

Educational only, not legal or tax advice.


nuvernwealth.com · [email protected]

Year-end is the window for this. Sales need to happen by December 31 to count for the 2026 tax year. Not sure which hold...
10/02/2026

Year-end is the window for this. Sales need to happen by December 31 to count for the 2026 tax year.

Not sure which holdings are worth a second look? Let's talk.


nuvernwealth.com · [email protected]

Changed jobs in the last few years? It's worth checking what happened to your old 401(k).A few details to consider befor...
10/01/2026

Changed jobs in the last few years? It's worth checking what happened to your old 401(k).

A few details to consider before you decide to move (rollover) the funds:

If the plan cuts the check to you instead of sending it straight to the new account, it holds back 20% for taxes. To avoid paying tax on that 20%, you'd have to deposit the full amount, including the withheld part from your own pocket, within 60 days.

A rollover isn't automatically better. Compare fees, investment choices, and any services you'd give up before deciding.

Lost track of an old account? The Department of Labor has a free "Retirement Savings Lost and Found" search that can help.
nuvernwealth.com · [email protected]

Most people pick their beneficiaries once, when they open an account, and never look again.Checking takes about five min...
09/30/2026

Most people pick their beneficiaries once, when they open an account, and never look again.

Checking takes about five minutes. Log in to your retirement account or call your insurer, and make sure a backup (contingent) beneficiary is named too.



Tax-free,' 'early access,' and 'money if you get sick' sound great. Here's what these retirement pitches often leave out...
09/29/2026

Tax-free,' 'early access,' and 'money if you get sick' sound great. Here's what these retirement pitches often leave out.

Questions about an offer like this? Talk to us.


nuvernwealth.com · [email protected]

One thing you can do today, in about 10 minutes: log in to your retirement accounts and life insurance and check who's l...
09/28/2026

One thing you can do today, in about 10 minutes: log in to your retirement accounts and life insurance and check who's listed as your beneficiary.

Those designations usually pass the account directly to whoever is named, regardless of what your will says. Marriage, divorce, or a new child can make an old form out of date without anyone noticing.

It's a small first step toward a plan you actually chose. Learn more at nuvernwealth.com.

Educational only, not individualized advice. Nuvern Wealth Advisors LLC is an investment adviser registered in New York.
nuvernwealth.com · [email protected]

Open enrollment is the one form most people sign without reading. We get it. It shows up during a busy season, the PDF i...
09/24/2026

Open enrollment is the one form most people sign without reading. We get it. It shows up during a busy season, the PDF is 40 pages, and last year's choices seem fine.

Start with your 401(k) contribution. If your employer matches and you're putting in less than the match, that's money your employer already set aside for you, and you're telling them to keep it.

Then look at the health account. If you're on a high-deductible plan, you may be able to open a Health Savings Account (HSA). Think of it as a savings account that covers medical bills, and whatever you don't spend is yours to keep, even if you change jobs. A Flexible Spending Account (FSA) is more like a gift card with an expiration date. Plan carefully, because most of what's left at year end is gone, unless your plan has a small carryover or grace period.

Read both before you click submit.
nuvernwealth.com · [email protected]

Address

26 Broadway, Suite 934
New York, NY
10004

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12128842979

Website

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