Nevada Investment Management

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Nevada Investment Management Comprehensive Wealth and Portfolio Management, Retirement, Income and Tax Planning, Long Term Healthcare Planning and Succession Planning.

Located in Nevada, we specialize in Retirement Income planning. Providing Sound Investment Decisions through Uncertain Times
We believe that we have a huge fiscal, ethical and moral responsibility to our clients, most of whom invest a substantial portion of their life savings with us. A large majority of our clients are either retired or very close to retirement - the very people who can least afford to lose their hard-earned savings - and it is for their welfare that our firm exists. Our clients can expect to feel comfortable and confident that we are passionately committed to the fulfillment of our responsibilities to them. Third party posts found on this profile do not reflect the views of LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.nvinvmgt.com

Securities and advisory services
offered through LPL Financial, a registered investment advisor. Member FINRA (www.finra.org)/SIPC (www.sipc.org)

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing mone...
10/16/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

Business owners should consider a succession plan sooner rather than later.
10/12/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

10/09/2026

What do you need to know when the market experiences volatility?

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
10/07/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

10/05/2026

There are thousands of Exchange Traded Funds available. Should you invest in them?

Thinking about a prepaid debit card? Consider the pros and cons.
10/02/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
09/30/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
09/28/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
09/25/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
09/23/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

Address

16520 Wedge Pkwy, Ste 300
Reno, NV
89511

Opening Hours

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

Telephone

+17758268122

Website

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