Nationwide Wealth Management, LLC (“NWM”) focuses exclusively on providing high quality life insurance, long term care, disability programs, and related planning, for affluent individuals, families, and businesses. Our mission is to provide individualized plans to accomplish estate and legacy desires through leveraging the inherent tax advantages of both traditional and private placement life insurance products.
We believe in designing an insurance policy portfolio that correlates directly with our clients’ needs and expectations. NWM’s experienced professionals design comprehensive, cutting-edge solutions for each client. As we are not investment advisors, nor do we practice law, prepare tax returns or give tax advise, we instead work closely with each client and their professionals to accomplish a variety of wealth accumulation, preservation and transfer objectives.