Serving Families of Substantial, Yet Common Wealth In Uncommon Ways

In early 2009, Nelson-Van Denburg launched an uncommon idea to advise families of substantial yet common wealth on ways to manage their financial affairs.  Our firm offers financial advice to successful families who find themselves hard pressed to keep pace with the rapidly changing financial landscape of today.  We provide advice and services that may help families:

• Save and invest for retirement while meeting current obligations
• Evaluate and implement funding strategies to educate their children and grandchildren
• Assess survivorship needs and manage risk to their assets  in the event of death, disability, or long term care
• Find ways to reduce the cost and tax consequences of investing
• Consider legacy, gifting, and wealth transfer mechanisms

Financial success is a highly personal concept.  We find most people define financial success more in terms of living well and less in terms of balance sheets. Our goal is to understand how you define living well and to help you with the financial decisions that may ultimately achieve that end.

Today we manage and advise on assets for families and institutions in over 30 different states from our offices in Omaha, Nebraska.

We welcome the opportunity to help you and your family.  Call to learn about how we can work with you and provide guidance specific to your financial goals and objectives.  You may reach us at our offices in Omaha, Nebraska at 402.218.4064, 866.943.0830, or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it .