NIM Wealth Solutions

Overview

NIM Wealth Solutions is an independent, individually owned registered investment adviser that focuses on serving individuals and families. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and the selection of outside advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. NIM Wealth Solutions identifies as a capital allocator that places client assets with third-party managers and is not an active ESG investor. The firm lists formal ties to accounting and insurance firms, indicating cross-professional relationships that can support tax-aware planning and risk-transfer solutions. It is not positioned as a multi-state adviser and does not describe pension consulting or related-adviser activity.

Assets & Accounts

Investments & Alternatives

Location & Offices