Nissi Wealth

Nissi Wealth Holistic wealth planning for academia professionals, business owners & high net worth families. For full disclosures, please visit www.nissiwealth.com.

Nissi Wealth serves business owners, professionals, and faith-driven families preparing for retirement, managing liquidity events, or navigating complex transitions. We provide values-based financial planning with a focus on tax strategy, legacy, and strategic wealth solutions. We also service clergy and church 403(b) retirement plans to optimize their tax-free benefits.

Did you know?The term 'budget' comes from an old French word 'bougette' meaning little bag 💰
07/12/2024

Did you know?
The term 'budget' comes from an old French word 'bougette' meaning little bag 💰

07/09/2024

Did you know?
The most expensive coin ever sold was a 1794 Flowing Hair Dollar for $10 million.

25 Travel snack to take on your next road trip or flight ✈️ When hunger strikes, having to purchase snacks at airport ki...
07/03/2024

25 Travel snack to take on your next road trip or flight ✈️ When hunger strikes, having to purchase snacks at airport kiosks or convenience stores can hit your wallet...hard. These healthy travel snacks will keep you moving on your next round of travel and save you some cheddar!

https://www.cnn.com/cnn-underscored/travel/best-travel-snacks

07/02/2024

Did you know?
The first coins were minted around 600 B.C. by the Lydians.💰

The average millionaire is said to have 7 streams of income.
07/01/2024

The average millionaire is said to have 7 streams of income.

06/29/2024

Did You Know?
The penny is the most widely used denomination currently in circulation in the U.S.

06/28/2024

"Opportunity is missed by most people because it is dressed in overalls and looks like work." -Thomas Edison

"I made my money the old-fashioned way. I was very nice to a wealthy relative right before he died." -Malcolm Forbes    ...
06/27/2024

"I made my money the old-fashioned way.
I was very nice to a wealthy relative right before he died." -Malcolm Forbes

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510 Oak Street
Roseville, CA
95678

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