What We Do

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Powerfully Personal & Transparent Wealth Management

As a family-run firm, Nemes Rush understands what it takes to protect, provide and plan for the needs of your family. We apply decades of experience, high levels of expertise and, perhaps most important of all, a personalized level of care to handle the complexities involved in financial, investment and estate planning.

The result of our services is a true partnership that goes beyond the numbers and achieves success for the present, for your future and for the futures of those who matter most to you.

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Financial Planning

The foundation for your entire financial journey. We connect your complete wealth management plan—from investments and taxes, to estates and corporate trusts.

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Investment Management

Investing your money is a means to an end, and it all begins with a sustainable, high-quality financial plan developed by our experienced team.

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Estate + Trust Strategies

Nemes Rush provides the estate and trust planning tools and guidance you need to shepherd your loved ones and secure your family legacy for generations.

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Insurance + Risk Mitigation

Safeguard your most valuable assets with insurance assessment and risk mitigation strategies that complement and advance your broader wealth management goals.

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Liquidity Event Consulting

Whether your options vested, you cashed out of a company or experienced a surprise windfall, effectively managing large amounts of capital requires strategy and skill.

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WHO WE SERVE

High-Net-Worth Families
Medical Professionals
Entrepreneurs
Corporate Executives

WHAT WE DO

Financial Planning
Investment Management
Insurance & Risk Mitigation
Estate & Trust Strategies
Liquidity Event Consulting

Form CRS
Form ADV Part 2A

Nemes Rush is a registered name for J. Alden Associates, Inc. Securities offered through J. Alden Associates, Inc. FINRA/SIPC. In accordance with the USA PATRIOT Act and other regulations applicable to it, J. Alden Associates, Inc. advises users of its website that it will fully comply with any and all regulations which may be promulgated by the U.S. Treasury Department under the USA PATRIOT Act, including those that encourage financial institutions to share information with regulatory agencies and law enforcement about individuals or organizations that may be “reasonably suspected based on credible evidence” of engaging in terrorist acts or money laundering. Accordingly, any information provided to J. Alden Associates, Inc. may be provided to regulatory, government or law enforcement agencies if requested or if deemed appropriate by J. Alden Associates, Inc. Raymond James & Associates, Inc. (RJA) also acts in an agency capacity for client orders in equity and option securities. Pursuant to Rule 606 adopted by the Securities and Exchange Commission, RJA is presenting certain information with respect to order routing practices by the firm during the preceding three months. Other Investor Information

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