Focusing on your priorities. Taking responsibility.

Nintzel Wealth Partners Arthur Nintzel, Tom Monaghan, Chris Matteo, Andrew Harper, Cori Verdino, Ryan Monaghan

From left to right:
Chris Matteo, Andrew Harper, Arthur Nintzel, Tom Monaghan, Ryan Monaghan, and Cori Verdino

Nintzel Wealth Partners


phone

212-713-3661



phone

855-521-7808





address

1285 Ave of the Americas
15th, 16th,17th, + 18th Floors
New York, NY 10019



What is the primary focus of The Nintzel Wealth Partners? You, and what matters most to you. We see our relationship as an ongoing, ever-evolving collaboration. We make no assumptions about your wealth until we thoroughly talk through your priorities and your concerns. As a multigenerational team, our advice is relevant to clients at any age. Each of us brings the knowledge we’ve gained from every type of market. Looking back, we believe our experience offers our clients the benefit of perspective. But we are also modern thinkers whose guidance reflects today’s realities.

We recognize that you place your trust in our ability to help you achieve your goals, to create the right opportunities for you and your family and to plan confidently for the future. To us, there’s no greater honor. And without question, there’s no greater responsibility.


The planning advice you need today

Because we believe planning is the first step toward achieving what matters most to you, we talk a lot about family, priorities and the issues that keep you up at night. From paying for college to a retirement strategy for you or your business to deciding on long-term care insurance, we welcome your questions. The answers will helps us design a road map—a vibrant plan for pursuing your goals across each area of your financial life.

Small business owners

If you are a sole proprietor or small business owner with only a few employees, our team can offer you a great opportunity to achieve two important goals: mitigating your income tax liability and increasing your retirement savings.

Most business owners have already established a retirement savings plan for their company—usually a 401(k) plan or SEP-IRA. However, they may not recognize that defined benefit plans, also known as pension plans, can be a very effective tool to save a substantial amount of money and significantly lower your individual income tax liability. Here’s how: Defined benefit plan contributions are considered business expenses, which will lower your net business income and consequently, the amount of income that is taxable. In fact, many business owners may find they can pay for a large portion of the annual contribution through the reduction in their income tax liability.

Multigenerational families

We’re proud to say that most of our clients have been with us for many years. They appreciate our passion for helping them realize their dreams, pass on their wealth and shape their legacy. But even more so, they’re comfortable knowing that we understand how families make financial decisions—how parents and their children each have a point of view that reflects the thinking of their generation. In fact, we’ve intentionally structured our team across generations to deepen that understanding.

Our team has the knowledge and experience to help you build a comprehensive plan for transitioning assets to future generations. We listen, share ideas, challenge each other when necessary and in the end, reach a solution that best serves our clients. We will also work with your trusted tax and legal advisors to ensure the plan is tailored to your wishes.

Corporate executives

For executives of public companies, we have extensive experience navigating highly concentrated stock positions. Whether we’re executing stock options or selling shares to diversify your portfolio, we can help you simplify your financial world with our recommendations for:

  • Managing restricted stock awards
  • Executing stock options
  • Implementing risk management strategies for concentrated positions
  • Obtaining liquidity through tailored lending
  • Creating hedging opportunities with structured notes



Insights

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