NILSINE

Nilsine Partners is a second-generation family business, and we will treat you as family, which reflects the very culture of our firm, where colleagues collaborate and support each other like family... With our process-driven approach, we build comprehensive financial plans that serve as the basis for the objective, conflict-free advice we offer, guiding you along a clearly defined path towards your goals. We'll learn about those goals, as well as any concerns or anxieties, by listening carefully and attentively to you. We'll surround you with genuine care, personal attention and regular communication... The Nilsine team brings our expertise in goals-based financial planning, disciplined investment management, efficient banking and lending solutions, differentiated family office services to create opportunities for you to do more with your wealth, by focusing on what matters most to you.

Also known as: Nilsine Partners, Nilsine Partners, LLC

Primary location: Cottonwood Heights United States