Verify on FINRA BrokerCheck

Nightgale
Wealth
Management

Registered Investment Advisory Firm
committed to
Fiduciary Wealth Management

Our Promise

Independent, fiduciary advice rooted in integrity and transparency—so your plan stays clear, disciplined, and built around what matters most to you.

Nightgale Wealth is a Registered Investment Adviser. Advisory services offered only where properly registered or exempt. See full disclosures in the site footer.

Trusted, Client-First Features

Everything you need to plan, invest, and retire with confidence

Nightgale Wealth provides disciplined portfolio management, tax-aware financial & retirement planning, and clear insurance guidance—designed to protect and grow your wealth while upholding strict fiduciary standards.

Portfolio Management

Evidence-based strategies, risk controls, and rebalancing to keep you aligned with your goals through cycles.

Fiduciary Standard & Compliance

Fiduciary advice tailored to help you plan for the life you want.

Financial & Retirement Planning

Tax-aware plans for saving, investing, income, and withdrawals—tailored to your timeline and risk profile.

Insurance Solutions

Clear guidance on coverage needs—protecting income, assets, and legacy as part of a holistic plan.

Transparent, Simple Fees

Straightforward pricing with no hidden commissions—so you always know what you pay and why.

Ongoing Reviews & Support

Regular check-ins, portfolio updates, and responsive guidance as your life and markets evolve.

About Nightgale Wealth

Distinguished Guidance
Enduring Integrity

Nightgale Wealth Management is a distinguished investment advisory firm dedicated to guiding clients through comprehensive portfolio management, tailored strategic financial & retirement planning, and insurance solutions.

Our advisory firm upholds an established Code of Ethics with a steadfast commitment to integrity and transparency, setting us apart in the financial industry.

Portfolio Management

Disciplined, evidence-based process.

Financial & Retirement

Tax-aware plans tailored to you.

Insurance Solutions

Protect income, assets & legacy.

Nightgale Wealth

Independent Registered Investment Adviser

Verify on FINRA BrokerCheck

Our Advisory Approach

Tailored Strategies for Your Financial Future

What Our Client Can Expect

Retirement planning for your peace of mind, I'll assist clients in preparing for their future and navigating the unique challenges of retirement living. My focus on client needs enables me to address the financial requirements of individuals, families, and small business owners in diverse environments. I guide clients in identifying and establishing specific financial goals, formulating comprehensive plans to achieve them, and implementing strategies for financial planning, wealth accumulation, estate planning, life and health insurance, business planning, investments, and retirement planning. My approach emphasizes the practical application of learned concepts to ensure clients achieve their financial objectives effectively.

As a licensed Life and Health agent in the state of New York, I am authorized to assist clients in selecting the appropriate type and amount of insurance coverage. As an independent agent affiliated with RIA Insurance Solutions a division of Financial Independence Group (FIG), I am empowered to facilitate the identification of the most suitable insurance provider to meet your specific requirements.

I’m all about building strong connections with my clients. I genuinely believe in helping you achieve your financial dreams and take charge of your money. Working with my clients and attaining a deep understanding of your needs allows me to provide a financial plan that is easy to comprehend allowing for full clarity and transparency. We can create a personalized plan that’s like the North Star guiding you to a more independent financial future. I’m honored to use my experience to help you achieve your financial goals!

Portfolio Management

Evidence-based allocations, risk controls, and rebalancing to stay on course through market cycles.

Retirement Planning

Tax-aware saving and income strategies aligned to your timeline, lifestyle, and legacy goals.

Insurance Solutions

Clear coverage guidance to help protect income, assets, and family across life’s stages.

Ongoing Guidance

Regular reviews and responsive advice—so your plan adapts as markets move and life evolves.

Our Mission

Nightgale was envisioned with a deep meaning and hope. "Night" can describe a state of darkness attributed to misfortune, unforeseen events and fear of the unknown. A "Gale" in maritime context refers to a strong wind posing hazards and possible storms on the horizon. Guessing if or when life becomes a storm is impossible. However if the storm comes let us be your North Star. Our hope, that we give to our clients during a financial storm, is the Golden North Star safely navigating our clients through life. Our guiding star metaphorically shows our core values, principles and vision that provides direction and purpose for Nightgale Wealth Management. We act as our clients beacon, offering clarity, stability, and reliability, especially when facing difficult choices or uncertain times.

Collaborative planning at Nightgale Wealth
Nightgale Wealth — Art Deco motif

Plan with clarity.
Invest with discipline.

Our investment advisors craft tailored strategies to help grow your wealth and secure your financial future. Trust our expertise to guide you through every market turn with confidence. From portfolio management to retirement planning, our professional Advisory Firm provides comprehensive advice designed to meet your unique financial goals and aspirations.

  • Fiduciary Advice

    Your interests first, always.

  • Transparent Fees

    Simple, straightforward pricing.

  • Charles Schwab Custody

    Direct access to your accounts.

Call (949)845-2776

Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and Custodian services offered through Charles Schwab & Co., Inc. (Schwab), independent qualified custodian holding the client’s assets. Member FINRA / SIPC. Charles Schwab & Co., Inc. (Schwab) and Nightgale Wealth Management LLC are not affiliated. Nightgale Wealth Management LLC is independent and not affiliated with or supervised by Schwab, however clients have direct access to their accounts at Schwab.

This communication is strictly intended for individuals residing in the states of NY. No offers may be made or accepted from any resident outside the specific states referenced.

Important Consumer Information

A broker/dealer, investment adviser, BD agent, or IA representative may only transact business in a state if first registered, or if excluded or exempt from state registration requirements. Follow-up, individualized responses to persons in a state that involve effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA representative, a consumer should contact their state securities regulator or visit FINRA BrokerCheck.