Services We Offer

We help individuals, families, and business owners take control of their financial future with customized strategies built around your goals—not products. From retirement income planning and tax-smart investing to insurance, college funding, and estate planning, we provide clear, jargon-free guidance every step of the way.

If you're tired of one-size-fits-all advice and ready for a plan that actually fits your life, let's talk. Discover the confidence that comes from working with an experienced, independent financial advisor who puts your interests first.

Brass Ring Wealth Management maintain registrations to conduct securities business in over 35 states, including: Alabama, Arkansas, Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Maine, Michigan, Minnesota, North Carolina, Nebraska, New Jersey, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Wisconsin, West Virginia, and Wyoming. Nathan holds multiple industry licenses, including Series 4 (Options Principal), Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 51 (Municipal Fund Securities Principal), Series 63 (Uniform Securities Agent), and Series 65 (Uniform Investment Adviser Law Exam). QWe are also licensed in life, health, and variable insurance contracts, allowing us to provide a full range of investment and risk management strategies tailored to client needs.

Schedule your free consultation today and start planning smarter.

 

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