NerdWallet Wealth Partners - Financial Advisor in New York City, NY | WiserAdvisor.com

You're at a stage where the financial decisions are bigger, the tradeoffs are harder, and the stakes keep getting higher. We are here to help you navigate it all. Disclosures:
 WiserAdvisor is not a client of NerdWallet Wealth Partners. NerdWallet Wealth Partners pays WiserAdvisor a cash fee for this profile and for referrals, creating a conflict of interest.

NerdWallet Wealth Partners

Ryan is the founder and CEO of NerdWallet Wealth Partners and a Chartered Financial Analyst&reg;with more than 20 years of experience in wealth management. He holds an MBA in Investment Management from Vanderbilt University. He's a former child actor, he's still a current SAG cardholder.

William is one of the founding members of NerdWallet Wealth Partners. A CERTIFIED FINANCIAL PLANNER&reg;, he brings more than 10 years of wealth management experience from Capital Group, BNY Mellon Wealth Management, and Fidelity Institutional Asset Management. He holds a BS in Finance and Economics from Providence College and a Certificate in Financial Planning from New York University. Outside the office, he's an avid golfer, hiker, and snowboarder.

Tracey has 18 years of experience in the financial industry, including eight years in wealth management. Before joining NerdWallet Wealth Partners, she worked at Capital Group and holds a J.D. from the University at Buffalo Law School. She's passionate about helping women-led households and non-traditional families build financial plans that reflect their actual lives. Even though she commutes four times a week from Fairfield, CT to NYC, she still makes it to her 5 a.m. OrangeTheory class.

Peter is a CERTIFIED FINANCIAL PLANNER&reg; who has spent 10 years in wealth management. A graduate of Providence College, he previously worked at BNY before joining NerdWallet Wealth Partners. Peter is a former high school ice hockey coach who still plays in his free time, the middle child of five siblings and shares his home with his wife and two dogs, Rosie and Frank.

Built around your personal life milestones, our individual financial planning process transforms your personal goals into an actionable, step-by-step roadmap. We assess your entire financial picturefrom net worth and debt management to career transitions and major life purchases like a new home. Because life is fluid, we act as your ongoing financial accountability partner, regularly updating your plan to adapt to marriage, growing families, or shifting priorities. We empower you to make informed daily financial decisions with the confidence that you are on the direct path to long-term financial independence.

We design and manage customized, tax-efficient investment portfolios tailored specifically to your unique risk tolerance, time horizon, and long-term financial goals. Utilizing a disciplined, evidence-based approach to asset allocation, we focus on maximizing risk-adjusted returns while minimizing unnecessary fees and portfolio volatility. Our team continuously monitors global market conditions, rebalances portfolios proactively, and implements strategic tax-loss harvesting to keep your investments aligned with your lifestyle objectives. Whether you are looking to grow wealth aggressively or preserve capital for future generations, our personalized institutional-grade portfolio management ensures your capital is working efficiently for you.

Life is constantly changing and your financial plan should be ready for that. We build a clear, flexible strategy for where you want to go and update it as things change.

New baby. Equity vest. Home purchase. Your dedicated financial advisor will walk you through the options and lay out the trade-offs.

We build and manage a low-cost, diversified portfolio around your goals, values, and risk tolerance.

Coordinating college savings plan contributions alongside your retirement and other savings goals.

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NerdWallet Wealth Partners

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