What We Do

Put simply, we help you do the things that must be done to ensure financial success, as YOU define it. 

Investment Management

  • Sustainable, Responsible, Impact Investing: portfolio design that is sensitive to your personal values
  • Objective investment advice—no proprietary products here
  • An investment process—continually monitored and benchmarked

Comprehensive Financial Planning

  • A 6 step process that identifies your priorities, organizes your financial life, analyzes your resources, develops a plan, puts the plan into action, and finally, monitors your success as your life evolves.
  • Life can be complex.  Simplify by ensuring your financial partner considers all areas of wealth management in concert, including: budgeting/education savings/investment management/retirement savings and income/tax efficiency/estate planning. 

Employer Sponsored Retirement Plans

  • Today’s leading advisory firm for socially responsible retirement plan offerings
  • Retirement education and resources for the future of your workforce
  • Access to a trusted process for employers and investment committees 

Graduation Packages

Graduate
 

 


Graduate Jump Start

  • Half-hour Initial Consultation
  • Cash Flow Analysis
  • Employee Benefits Review
  • Half-hour Follow-Up Call

Starting at $300


Graduate Launch            

  • Half-hour Initial Consultation
  • Cash Flow Analysis
  • Debt Repayment Counsel
  • Savings Plan (Retirement and otherwise)
  • Employee Benefits Review
  • 2 Half-Hour Follow-Up Calls

Starting at $600

Nourish Me Wealthy Retreats

KateRetreat2
 

October 6 @ 12:00 pm – October 8 @ 1:00 pm
This Wonderful Place Morrisville, VT United States

Wellness meets fiscal responsibility in the Green Mountains!  Do you enjoy all things wellness but have yet to put the spotlight on your personal financial situation?  This retreat is for you!  Chock full of education and practical information about personal finance and sustainable investing well-balanced by yoga, health-food, foliage, fun and light soul work, including Tapping for Prosperity and Abundance: EFT with Melissa Eppard Coaching. You’ll feel not only rejuvenated, but healed from your past money story, leaving with clarity, a renewed relationship to money, and organized action steps for takeaway.  Facilitator Katie Wilson, MBA and CFP candidate, believes you can have it all, and wants to share her knowledge in the most healing environment possible!  

Total retreat cost $555.  $270 covers two nights lodging, five meals, yoga classes, general workshops.  $285 covers private one-on-one consulting. (Some advisors charge more than half of this total for an hour of consulting!)

Contact [email protected] for registration and payment options.

Katie Wilson is a Registered Representative and Investment Adviser Representative of/and offers securities and advisory services through  Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Nourish Wealth Management. Nourish Wealth Management, 12 John Street, Kingston, NY 12401. 845.802.0070. www.nourishwm.com