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As a Registered Investment Advisor (RIA), Nemes Rush takes a nimble approach to wealth management and offers clients an exceptionally wide range of investment opportunities. We are an independent, family-run firm and operate with only your best interest in mind.
Our team is comprised of advisors with distinguished professional backgrounds, having built their reputations as CPAs, CFPs and attorneys. This rich experience gives us an in-depth understanding of all things financial. Our professional backgrounds and renowned problem-solving ability allow us to proactively collaborate with each client’s CPA and estate planning attorney.
The Nemes Rush Investment Committee (NRIC) conducts extensive equity research across sectors and capitalizations, contributing to a track record that has earned our team recognition from the nation’s most prestigious publications—including Forbes, Barron’s and the Financial Times.
Today, Nemes Rush serves its clients with an advisor group possessing more than a century of combined professional service experience and nearly $1.1 billion in total assets under management.
A cornerstone of Nemes Rush client relationships is the Summit Meeting, a collaborative session that brings together all key advisors in our clients’ lives—CPA, estate planning attorney and other trusted consultants—for a comprehensive financial alignment.
The result is a uniquely personal and coordinated deep dive making it possible to identify hidden weaknesses and unearth valuable opportunities. Our clients find Summit Meetings so effective that many make it part of their annual planning process.