Nightingale Wealth Solutions (NWS Advisors)

Nightingale Wealth Solutions (NWS Advisors) is a Financial Planner in Needham, MA, located at 1040 Great Plain Ave Suite 210. It holds a rating of 5.00 based on customer reviews.

This female-founded, fiduciary firm operates as an independent boutique practice. The advisors provide comprehensive financial planning and investment management services. Their proprietary ProsperGuard™ approach integrates multiple disciplines, including income tax planning, retirement planning, estate planning, and risk management. The firm assists clients with Social Security, Medicare, 401(k)s, Roth 401(k)s, annuities, and required minimum distributions.

The business offers specialized estate planning services covering wills, powers of attorney, trusts, guardianship, charitable giving, and legacy planning. They provide life insurance and variable annuity reviews, alongside long-term care, disability, health, homeowners, and liability insurance assessments. The firm also manages health savings accounts, flexible spending accounts, and 529 savings plans for children.

Nightingale Wealth Solutions utilizes a structured onboarding process. The first meeting focuses on understanding unique goals, followed by a second meeting to gather data for a personalized plan. The firm handles cash flow management, debt management, and mortgage reviews. They perform cost-basis reviews, tax loss harvesting, and analysis of deductions, credits, and realized gains. Services also include Roth conversions and management of Uniform Gifts to Minors Act accounts.

The team limits the number of clients they serve to ensure dedicated, personalized care. As fiduciaries, they are legally obligated to act in the client’s best interest. The firm supports clients through life’s challenges, aiming to help them achieve financial freedom and secure their future.

The business is situated on Great Plain Avenue, just a short walk from Needham Center train station and the Needham Post Office.

BizScoreAI awarded a technical score of 91 out of 100, ensuring the website is secure and readable by search engines. An authority score of 75 out of 100 signals trust to AI assistants and search engines when determining recommendations. The firm ranks number 2 of 4 Financial Planner businesses that BizScoreAI has scored in Needham.