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Text Content

17958 Pierce Plaza, Omaha, NE 68130

402-545-0045
Client Login Financial Plan Login
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 * Home
 * About Us 
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   * Next Phase - Retirement Made Clear
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Client Login Financial Plan Login



OMAHA'S DESTINATION FOR FINANCIAL CONFIDENCE.



Our fiduciary responsibility to our clients comes first. From wealth management
to retirement solutions to protection strategies, our insight and personalized
financial advice will give you the financial confidence to live your best life.

Schedule an Introductory Meeting


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PARTNER WITH CONFIDENCE



No matter the complexity of your financial situation, we believe an expert
financial strategy and investment management create better outcomes.

Schedule an Introductory Meeting


WHO WE WORK WITH

At Prestige Wealth, we have a passion for partnering with individuals at various
stages of life to navigate their financial journeys. We specialize in working
with pre-retirees, retirees, and successful professionals, recognizing that each
stage comes with its own unique challenges and opportunities.


ENTREPRENEURS & EXECUTIVES


ENTREPRENEURS & EXECUTIVES

Specialized strategies for asset accumulation and protection

Learn more


PEAK CAREER PROFESSIONALS


PEAK CAREER PROFESSIONALS

Wealth-building education and strategies to prioritize goals

Learn more


PRE-RETIREES & RETIREES



PRE-RETIREES & RETIREES

Strategies to generate income, protect assets, and plan for legacy

Learn more


HIGH-NET WORTH/ ULTRA HNW      



HIGH-NET WORTH/ ULTRA HNW      

Serving the unique needs of HNW/Ultra HNW individuals

Learn more



SCHEDULE A REVIEW

Let's Connect

If you believe you could benefit from working with a financial advisor or would
like a fresh perspective, let’s schedule an introductory meeting to review your
financial plan, investments, and insurance policies.  As a fiduciary, our
mission is to provide you with the financial confidence to live your best life.

Let's Connect


THE PRESTIGE WEALTH PROCESS



STEP


1


ASSESS

We’ll begin by reviewing your financial documents, risk tolerance, and
objectives.

STEP


2


STRATEGIZE

Our team will utilize industry-leading financial planning software to analyze
and design personalized financial strategies to achieve your financial
confidence.

STEP


3


IMPLEMENT

Life changes? Market volatility? We’ll keep your financial plan on track every
step of the way.


READY TO LIVE YOUR BEST LIFE?



Let’s begin the process towards achieving your financial confidence. Submit this
form to schedule an initial conversation.

Name
Email
Address
Phone
Question
Submit
Thank you!
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Learn more

Learn more

Learn more

CONTACT

Office: 402-545-0045

17958 Pierce Plaza

Omaha, NE 68130

nick@prestigewealthne.com



QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators

Osaic Form CRS

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. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. 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.

Copyright 2024 FMG Suite.



Securities and investment advisory services offered through Osaic Wealth, Inc.,
member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or
marketing names, products or services referenced here are independent of Osaic
Wealth. Osaic Wealth does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the states
of CA, NE. No offers may be made or accepted from any resident outside the
specific state(s) referenced.