Founded in 1999 and now part of The Pacific Financial Group, Nelson Capital Management, LLC is a registered investment advisor (RIA) that provides personalized financial planning and wealth management services. The firm operates as a fiduciary, focusing on creating and managing customized investment portfolios for individuals, families, and institutions. Their approach emphasizes a disciplined, long-term investment strategy tailored to meet the specific goals and risk tolerance of each client.

Founded in

United States