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NUA Advisors Wealth Management
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Innovative Advisory Group

Wealth Management Bridging the Gap between
Traditional and Non Traditional Investing

NUA Advisors originated from the idea that wealth management should be innovative, to go beyond and improve on the traditional format by encompassing non-traditional ideas. This brings a more sophisticated, comprehensive, and holistic approach to wealth management for both our clients and their families. 

NUA Advisors is a full service wealth management firm with offices in Lexington, MA and New Jersey. We provide comprehensive wealth management solutions, specializing in: Innovative Portfolio Management, Risk Management Assessments, Financial Planning, Strategic Consulting, and most importantly, Personal Relationships with our Clients. Our ability to comprehensively manage both Traditional and Non-Traditional or Alternative Investments sets us apart as a wealth management firm.

Our specialized platform, which is unique to NUA, encompasses the management of both Traditional Investments (stocks, bonds and mutual funds) and Non-Traditional or Alternative Investments (real estate, tax liens, private lending, medical equipment, horses, physical precious metals (such as gold and silver), farmland,  private equity and businesses or franchises). This platform allows our clients to use their Self Directed Retirement Account (IRA, Roth IRA, Solo(k), SEP IRA) to integrate both traditional and non-traditional investments into their retirement planning process. We use our client-centric approach to tailor customized investment solutions for each client. The result is a portfolio with a lower correlation of assets, which helps minimize portfolio risk and providing more consistent returns.



 

Our Core Beliefs:

 

A Personal and Fiduciary Responsibility to always put the interests of our clients ahead of our own -
Strong Risk Management - Complete Transparency - Fee-only (no commissions) Advisory Service 
 
 Customized Innovative Wealth Solutions for each client

 


 




Disclosure:  NUA Advisors does not render any financial advice through this website. This website is limited to providing you with general information regarding our services and should not be construed as advice meeting the particular investment needs of any individual. Information on this website is not to be considered a recommendation or offer to purchase any product. The information provided herein has been obtained from sources believed to be reliable, but NUA Advisors makes no representation as to its accuracy or completeness and it should not be relied upon assuch. NUA Advisors accepts no liability for any direct or consequential loss arising from any use of this information or its contents. All references made to investments or portfolio performance are based on historical data and nothing on this website should be interpreted to imply that past results are or will be any indication of future performance.

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