Financial Planning for What Comes Next

Clarity for life, work and wealth in transition

We help you prioritize your financial goals
so you can enjoy more of your money.

This is done through:
Providing
Clarity
Strategic Tax Planning
Investment Planning
Retirement Income Planning
Trust and Estate Planning
Building Confidence

You have limitless options when it comes to your money.

We help you cut through the noise and develop tactical strategies in pursuit of your unique goals.

Tax savings are important not only today, but throughout your life.

We do strategic tax planning to help you minimize both short-term and long-term taxes.

Your investments should support where you are today and where you want to go.

We help you build personalized investment strategies aligned with your goals, risk tolerance,
and long-term financial plan.

Retirement should be about enjoying what you have worked hard to build.

We help you create income strategies designed to support your lifestyle, manage risk, and provide confidence throughout retirement.

Protecting your legacy requires thoughtful planning.

We help you coordinate trust and estate strategies to ensure your wishes are clearly defined
and your loved ones are cared for.

Education and transparency are two of our top values.

We help you fully understand your options so you can make decisions with confidence.

Servet Wealth Management was built around the idea that business, finances, and personal life all tend to blend together. 

The name itself comes from the idea of incorporating all of these things.  Our lead advisor, Nathan, has a multi-cultural background and wanted his company to reflect that.

Who We Serve

We deliver personalized advice no matter what stage of life you’re in.
Retirement
Transitions
Affluent
Millenials
Business
Owners
Inherited
Wealth
Experienced
Executives

We’d Love to Hear From You

If you believe you would benefit from working with a financial professional, let’s review your financial goals to see if we’re a good fit for each other.

Schedule a Conversation
127 W 30th St. 9th FL
New York, NY 10001
hello@servetwealth.com
About UsWorking With UsWho We ServeBlogContact UsClient Login

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

Securities offered through Osaic Wealth, Inc.   Member FINRA/ SIPC. Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory).   Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.

‍The information being provided is strictly as a courtesy and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DE, FL, IN, MD, MA, MO, NJ, NY, NC, PA, TX, UT. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Osaic Form CRS

Copyright© 2026 Servet Wealth Management. All Rights Reserved.

Want to Learn More?

Subscribe to our newsletter to stay up to date.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
127 W 30th St. 9th FL
New York, NY 10001
hello@servetwealth.com
About UsWorking With UsWho We ServeBlogContact UsClient Login

Timely information on financial insights and strategy:

No spam. Unsubscribe anytime.

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

Securities offered through Osaic Wealth, Inc.   Member FINRA/ SIPC. Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory).   Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.

‍The information being provided is strictly as a courtesy and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DE, FL, IN, MD, MA, MO, NJ, NY, NC, PA, TX, UT. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Osaic Form CRS

Copyright© 2026 Servet Wealth Management. All Rights Reserved.