Sometime in between raising a young family and seeking her purpose, Founder Katie Wilson dreamed of creating an investment and financial planning firm that would allow her to optimally serve clients and nurture her personal journey simultaneously. Enter Nourish Wealth Management, with a core belief that the fusion of health, wealth and service nourishes an individual’s purpose and an organization’s mission, inspiring innovation and making a positive impression on our future.
Partnering with Commonwealth Financial Network means you are supported by not only Nourish Wealth Management, but a team of independent advanced planning and investment consulting professionals rated top in the industry.
Mission: to marry fiscal responsibility and personal aspiration.
Vision: to inspire sustainable wealth.
Values: health, financial security, community, education, prudence, impact