Nautilus Wealth Management, LLC Email Format

Financial ServicesNorth Carolina, United States2-10 Employees

Nautilus Wealth Management, LLC is an independent financial consulting firm based in New Bern, North Carolina, serving families across the United States. The firm focuses on helping clients plan for wealth accumulation, tax planning, estate planning, and risk management, with an emphasis on developing comprehensive strategies for financial strength. As a wealth management matter, it works within the financial services industry, offering securities through a registered broker-dealer channel and providing investment advisory services through affiliated advisors, while maintaining independence from its securities provider. The company operates with a small team and situates its practice in the context of a nationwide client base seeking guidance on managing and distributing wealth.

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