Taylor Nissi
On a mission to help Business Owners and High Achieving Professionals accelerate their wealth to build confidence, peace of mind, and clarity in their financial life.
Taylor Nissi · White Plains, New York
Is this you, Taylor?
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About
The Pleasant Street Wealth Advisors team is on a mission to help more people have confidence, peace of mind, and clarity in their financial life. When our clients reach that level of confidence and peace of mind in their financial life that they are free from financial worry and can spend more time and energy on the people and passions that bring them joy, we call that “Experiencing Your Wealth’s Possibilities.”
We are supported by Farther Finance. For modern wealth builders, Farther is the intelligent wealth company combining powerful technology and premier advisors to accelerate financial freedom.
Who they serve
- Ultra high net worth
- High earners
- Founders
- Early-career professionals
- Pre-retirees
- Multi-generational families
- Retirees
- Cross-border families
- HENRY (high earner, not rich yet)
- Executives
Services
- Wealth Management
- Tax Strategy
- Liquidity & Exit Planning
- Portfolio Rebalancing
- Estate Planning
- Exit Planning
- Family Wealth Transfer
- Financial Planning
- Insurance Planning
- Investment Management
- Philanthropic Planning
- Retirement Planning
- Trust Services
- Stock Option Planning
- Alternative Investments
- Business Succession Planning
- Charitable Giving
- Executive Compensation
- Family Office Services
- Individual Tax Services
- Insurance/Risk Management
- Portfolio Management
- Risk Management
- 401(k) & IRA Management
Structured record
| Name | Taylor Nissi |
|---|---|
| Firm | Taylor Nissi |
| Location | White Plains, New York |
| Fee model | Percentage of Assets (AUM) · Flat Fee/Retainer |
| AUM | $100M - $500M |
| Founded | 2018 |
| Firm size | 2 - 5 employees |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Designations | CFP (Certified Financial Planner) · Other |
| Investment approach | Passive management · Blend of both · Active management |
| Website | https://www.pleasantstreetwealth.com/ |
| https://www.linkedin.com/in/taylornissi/ |
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Specialties
- Small business owners
- Retirement planning
- Family wealth transfer
- Equity compensation
- Crypto & digital assets
- Sustainable & impact investing