Financial advisors in Nevada


From the bright lights of Las Vegas to the serene landscapes of Lake Tahoe, Nevadans understand that smart planning is key to financial success. Whether you're growing tax-advantaged wealth in Reno, investing in opportunities in hospitality and tech, or planning for retirement by the Colorado River, our financial advisors are here to help you build a future as strong as the Silver State itself.

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Bringing clarity to your financial picture.


When you think of the “big picture” of your financial future, is it clear or still a little fuzzy? We can help you get a better view of each piece of your financial life. Once you’re clear on where you are and where you want your money to take you, we can build a plan to help get you there.
 

See all advisors in Nevada
 

  • Brad Draper

    Director, Financial Planning

    Las Vegas

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    Brad Draper
  • Doug Erbert

    Executive Director, Financial Planning

    Las Vegas, Omaha

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    Doug Erbert
  • Kellie Cozzens

    Director, Financial Planning

    Las Vegas

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    Kellie Cozzens

Insights that matter in Nevada


Our subject matter experts and editorial team bring you content you can use – including timely insights into the market and a practical approach to learning more about topics that touch every corner of your finances.

Understanding Capital Gains Tax in Nevada

Implications, exemptions and tax mitigation strategies.

 

Local support and national experts


We’re here to help you with a local financial advisor – backed by a team of experts in investment management and advanced planning – who can guide you on every step of your financial journey. Your financial future starts here.