Nolan named top 100 Wealth Manager

Loretta Nolan of Loretta Nolan Associates, LLC, has been named one of this year’s 100 Top Wealth Managers, the third consecutive year she and the firm have achieved the distinction.

Top wealth managers are firms that provide wealth management and investment management services to high net-worth individuals. This ranking is compiled by AdvisorOne and Investment Advisor, a publication of Summit Business Media, using an online survey to more than 280 participating wealth management firms nationwide, with Loretta Nolan Associates named among the 100 top-ranking firms.

“Our survey not only celebrates independent wealth managers’ success, but suggests how the top wealth managers achieved their status,” said James J. Green, editorial director of Summit Business Media’s Investment Advisory Group. “These firms told us what services they provide to their clients and other valuable information.”


Survey results can be found at

Loretta Nolan Associates, LLC, is a fee-only financial advisory firm with a mission to build and preserve clients’ wealth, acting as a guide when making sense of the financial information overload many people experience today. The firm provides comprehensive financial planning, income tax planning, executive compensation, employee benefits consulting, and investment consulting services.

The firm also provides survivor planning services to assist those facing life-changing financial issues, such as divorce, death of a spouse, or job loss.

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