Business Details
Expert Wealth Management Services in Novi, MI
As a Registered Investment Advisor (RIA), we take pride in our independent, family-run approach to wealth management. Our team comprises advisors with distinguished backgrounds as CPAs, CFPs, and attorneys, offering over a century of combined professional experience. We specialize in personalized financial planning, investment management, and estate strategies tailored to high-net-worth families, medical professionals, entrepreneurs, and corporate executives.Our unique Summit Meeting process brings together clients' trusted advisors to create comprehensive, coordinated financial plans. With nearly $1.1 billion in assets under management, we prioritize transparency, collaboration, and long-term partnerships that extend beyond mere financial metrics. Our commitment to excellence has earned us recognition as a trusted partner for generational wealth planning.
Services
Financial Planning
Investment Management
Estate Planning
Insurance Strategies
Liquidity Consulting
Highlights and features
- We offer collaborative Summit Meetings with your trusted advisors.
- Our team includes CPAs, CFPs, and attorneys with decades of experience.
- We manage over $1.1 billion in assets for high-net-worth clients.
- Our independent firm prioritizes your best interests.
- We provide personalized wealth strategies tailored to your unique needs.
Associations and certifications
- FINRA
- SIPC
- Registered Investment Advisor (RIA)
Services
Financial Planning
We develop comprehensive financial plans that integrate investments, taxes, estates, and corporate trusts. Our advisors collaborate with clients' existing professionals to create cohesive strategies. This service ensures alignment with long-term goals while addressing immediate financial needs.
Investment Management
Our team offers diversified investment opportunities tailored to individual risk tolerance and objectives. We focus on sustainable, high-quality portfolios that support clients' broader financial plans. Regular reviews ensure strategies adapt to market changes and personal circumstances.
Estate Planning
We provide tools and guidance for estate and trust planning to protect family legacies. Our approach coordinates with legal and tax professionals to minimize liabilities while ensuring wealth transfer aligns with clients' wishes across generations.
Insurance Strategies
Our risk mitigation solutions safeguard clients' assets through customized insurance assessments. We integrate coverage with overall financial plans to protect against unexpected events while supporting long-term wealth preservation goals.
Liquidity Consulting
We help clients manage significant capital events like stock option exercises or business exits. Our strategies optimize tax efficiency and ensure proper allocation of newfound wealth to support future financial objectives.
People
Charlie Nemes
Wealth Advisor
Brings extensive experience in financial planning and client relations, focusing on personalized wealth management solutions.
Tim Rush
Investment Strategist
Specializes in portfolio management and market analysis to optimize clients' investment outcomes.
Brian Nemes
Estate Planning Expert
Focuses on legacy preservation and trust strategies to protect family wealth across generations.
Chris Nemes
Tax Advisor
Provides expertise in tax-efficient planning and coordination with clients' accounting professionals.
Michael Nemes
Risk Management Specialist
Designs insurance solutions to safeguard clients' assets against unforeseen financial risks.
Questions
What services does Nemes Rush offer?
We provide financial planning, investment management, estate strategies, insurance solutions, and liquidity event consulting for high-net-worth individuals.
How do you work with clients?
We conduct collaborative Summit Meetings with clients' existing advisors to create comprehensive, personalized financial plans aligned with their goals.
What areas do you serve?
While based in Novi, Michigan, we serve clients nationwide with complex financial needs.
What credentials do your advisors hold?
Our team includes CPAs, CFPs, and attorneys with decades of combined experience in wealth management.
What is a Summit Meeting?
This collaborative session brings together your CPA, attorney, and other advisors to create coordinated financial strategies tailored to your unique situation.
Videos
Reviews (1)
Dave Mully
Sep 21, 2021
Report
I have known Charlie and Tim for many years. My experiences with them have always been very professional and pleasant. I do not say this lightly because I know first hand how great this firm is. I have always referred them to anyone I know because I know their honesty and quality services are among the best.
