Nemec Wealth Advisors &Partners

Nemec Wealth Advisors &Partners Financial advice for a life in motion.

This exciting development for Nemec Wealth Advisors features a new logo, a new color scheme, and a completely redesigned...
05/07/2026

This exciting development for Nemec Wealth Advisors features a new logo, a new color scheme, and a completely redesigned website, marking a new chapter in our history.

We invite everyone to visit our new website and experience the fresh look of our brand.

We are grateful for all that have been involved in this process, we couldn't have done it without you!

www.nemecwealthadvisors.com

Branding by Oechsli.

Nicholas Nemec founded Nemec Wealth Advisors with a simple idea: financial guidance should be transparent, built around ...
05/05/2026

Nicholas Nemec founded Nemec Wealth Advisors with a simple idea: financial guidance should be transparent, built around real goals, and shaped by what actually matters to each client and their family.

He listens first, then works to build strategies that address the person in front of him, not the other way around.

Visit www.nemecwealthadvisors.com to learn more about Nicholas.

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Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA, SIPC.

Please review our social media guidelines here: https://www.andpartners.com/social-media-guidelines/

05/04/2026

Nemec Wealth Advisors is an independent wealth management practice building plans you can understand and trust.

Our mission is to create a clear process, an honest relationship, and an outcome worth working toward.

Visit www.nemecwealthadvisors.com to learn more.

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Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA, SIPC.

Please review our social media guidelines here: https://www.andpartners.com/social-media-guidelines/

It's beginning to look a lot like the holidays around here! 🎄
11/23/2022

It's beginning to look a lot like the holidays around here! 🎄

What does retirement look like to you – and when do you want it to happen? Head over to our calculator to see where you ...
06/29/2022

What does retirement look like to you – and when do you want it to happen? Head over to our calculator to see where you stand now, then give me a call to discuss.

Let’s talk about your savings

Our investment strategist Mona Mahajan discussed how markets are adjusting to forecasts with the Fed rate hike decision,...
06/27/2022

Our investment strategist Mona Mahajan discussed how markets are adjusting to forecasts with the Fed rate hike decision, rising global commodity prices, and inflation.

Edward Jones Senior Investment Strategist Mona Mahajan joins Yahoo Finance Live to how markets are adjusting to forecasts on tomorrow's Fed rate hike decision, rising global commodity prices, and inflation.

Has your salary gone up? If so, consider increasing your 401(k) contributions.  And then look for other opportunities to...
06/24/2022

Has your salary gone up? If so, consider increasing your 401(k) contributions. And then look for other opportunities to accelerate your retirement savings.

Understand the key benefits of funding your 401k and why you should consider increasing those contributions as your salary increases.

What drives bond prices? And what should you expect from your bond returns? Let’s revisit the case for bonds with some p...
06/22/2022

What drives bond prices? And what should you expect from your bond returns? Let’s revisit the case for bonds with some perspective on these and other key questions.

Want to talk about bonds? We’re here to help.

Happy Father’s Day! To all the dads, grandpas and father figures out there, we love you.
06/19/2022

Happy Father’s Day! To all the dads, grandpas and father figures out there, we love you.

The Fed's updated projections do not indicate a pending recession, but a slowdown is likely.
06/17/2022

The Fed's updated projections do not indicate a pending recession, but a slowdown is likely.

As expected, the Federal Reserve today raised rates by 0.75%, its largest increase in 28 years, bringing the federal funds rate to around 1.50%.

Address

12687 SW County Road 769 Bldg 4
Punta Gorda, FL
34269

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+19416376787

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