Our firm was founded with a mission to provide the best possible financial services to our clients. We pride ourselves on our ability to offer guidance on more than investments and insurance. We are comprehensive wealth consultants and Financial Advisers, focusing on everything from coordinating to managing your retirement income. Our client-first philosophy dictates that we develop customized plans designed to pursue your objectives. Using a team approach that grows out of strategic affiliations with legal and tax professionals, we seek to make your financial goals a reality.
Our retail commission-based brokerage and investment advisory accounts are custodianed and cleared through clearing firm Raymond James and Associates.
Our firm specializes in asset management for high net worth individuals, families, and trust accounts. We utilize high end wealth management techniques, allocations and income strategies to protect and grow our client’s portfolios. Our holistic team approach model integrates legal and tax professionals to provide the strategic environment to make your financial goals and asset protection comprehensive, effective and tax-efficient with the legacy planning impact that you want to achieve.
Solutions for fee-based asset management is client based with addition fee-based investment advisory solutions available through Raymond James and other custodians. Speak with our investment advisory representatives and our independent RIA advisers for the fee-based solutions that is right for you.
Clarity Capital Partners
Niagara provides Compliance Services to a premier wealth advisory group, Clarity Capital Partners, located in Newport Beach, CA. Founder and Managing Director Todd Rustman is a CFA and CFP who is recognized by Worth Magazine as a Top 100 Financial Planner. Clarity also provides asset management services to Nanula family members.
Niagara provides Compliance Services to a premier wealth advisory group, Schechter Wealth, located in Birmingham, MI. Schechter Wealth is a boutique, third-generation wealth advisory firm, advising wealthy families on financial matters including: institutional quality investment advisory services, advanced life insurance planning, income and estate taxes, business succession, and charitable planning.