Founded in 2008 by Robert J. Grad, NorthNest, LLC is a fee-only wealth management firm based in New York. The company operates as a Registered Investment Adviser (RIA) with the U.S. Securities and Exchange Commission (SEC). NorthNest specializes in providing comprehensive and customized financial planning and investment management services to a select number of high-net-worth families, focusing on a client-centric approach to preserve and grow wealth across generations.

Founded in

United States