YOUR TRUSTED PARTNER

Let's Have a Conversation About Your Financial Needs

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YOUR LIFE . YOUR GOALS . YOUR PARTNER

You want comfort, peace and security in your retirement. You need a comprehensive financial strategy that is aligned with your lifestyle goals. We can help get you there.

Van Nostrand Wealth Management San Diego

MEET MARY

Mary Van Nostrand, a Certified Financial Planner®, is your Trusted Partner. As an independent, fee-only registered investment advisor, she provides a comprehensive, personalized wealth management process by putting her clients first. She receives no commissions and does not sell any products.

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Van Nostrand Wealth Management San Diego

MEET GARRETT

Garrett has worked with the firm since 2019 and as a full-time advisor since his graduation from San Diego State University. He has passed Level 1 of the CFA Charter and is currently studying for the Level 2 test.

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Van Nostrand Wealth Management San Diego, California

LET’S HAVE A CONVERSATION

You are invited to set up a complimentary, no-obligation introductory meeting. We are happy to meet with you at our office in San Diego or virtually from wherever you are in the U.S.

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858.487.5195

RESOURCES

Image for Deciphering Your 401(k): Should You Invest, Traditional or Roth, and Target Date Funds

Deciphering Your 401(k): Should You Invest, Traditional or Roth, and Target Date Funds

August 24, 2022

If you have been hesitant to make investment decisions in your 401(k) plan or are concerned that you’re making the wrong decisions, you are not alone.
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Image for The Key to Tax-Free Investing

The Key to Tax-Free Investing

April 14, 2022

One step we can take today to induce more financial freedom in retirement is through contributing to a Roth IRA.
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Image for Using Inflation to Your Advantage

Using Inflation to Your Advantage

May 9, 2022

High inflation has opened a unique opportunity to take advantage of I Bonds.
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Image for Is Investing in the Stock Market Still a Good Idea?

Is Investing in the Stock Market Still a Good Idea?

May 27, 2022

Stock market volatility and a litany of geopolitical uncertainty may confirm the risk of investing in the stock market.
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