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Our Products & Services

Whether you are an individual investor or a corporation seeking retirement plan solutions, Nelson Wealth Advisors can help guide you in the right financial direction. We offer a broad selection of products, services, and assistance in the following areas:


  • CD's and Bonds
  • Government Securities
  • Common Stock
  • Alternative Investments
  • Traditional IRA and Roth IRA
  • Simple IRA, SEP IRA and Individual 401(k) plans
  • Educational IRA and 529 Plans
  • Fixed and Variable Annuities
  • Mutual Funds and Closed End Funds
  • Unit Investment Trusts
  • REIT's and 1031's
  • Professional Money Management *

Financial Planning

  • Retirement Plans
  • Tax Planning
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Deferred Compensation and Defined Benefit Planning
  • ESOP and Restricted Stock Planning
  • 401(k) Plan Consulting
  • Single Stock Risk Management
  • Portfolio Optimization


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

* These services provide discretionary money management for a fee; a detailed description of Investors Capital Advisory Services can be found in the ADV, available upon request.