YOUNG PROFESSIONALS
We are available to help make financial decisions relevant to you without holding you to investment management requirements.
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TRANSITIONING TO RETIREMENT
For those with retirement on the horizon, we offer all-encompassing services for a seamless transition into retirement.
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RETIREMENT
We are your go-to financial partner to optimize your assets and will always be just a call away when you have financial questions or concerns.
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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.
MARY VAN NOSTRAND, CFP®
Founder
Mary founded Van Nostrand Wealth Management in 2004 after a career in product management and strategic planning for institutional investment firms.
Her approach to financial advice has always centered on understanding the people behind the numbers and building relationships that extend well beyond investment management.
Over the last two decades, Mary has helped families navigate retirement, major financial decisions, and the many personal transitions that accompany them.
Mary lives with her husband, Cliff, in San Diego, California.
GARRETT VAN NOSTRAND, CFA
Advisor
Garrett is a Chartered Financial Analyst and works closely with clients across financial planning, investment management, tax strategy, and retirement decision-making.
He brings an analytical approach to the firm and enjoys working through the details behind complex financial decisions while keeping the broader plan in view.
Garrett graduated from San Diego State University and lives with his wife, Lauren, in Austin, Texas.
GRANT VAN NOSTRAND
Advisor
Grant works alongside Mary and Garrett in serving clients and supporting the firm's planning and investment work.
He graduated from Oregon State University and has continued developing his investment expertise through the CFA Program.
Grant passed Level I of the CFA Program and is currently studying for Level II.
He lives with his fiancée, Averi, in Boise, Idaho.
A CLEAR FIRST STEP TOWARD FINANCIAL CLARITY
We’d be happy to meet with you for a complimentary, no-obligation introductory meeting to review your financial picture—whether in our San Diego or Austin office, or virtually from anywhere in the United States.
SCHEDULE AN INTRODUCTORY MEETING
Please fill out the form entirely and one of our advisors will get in touch. Your privacy is important to us. All shared information will remain confidential.
RESOURCES
5 Retirement Decisions That Deserve Extra Planning Before You Act
Explore five retirement decisions that deserve careful planning, from Social Security and pension choices to Medicare enrollment, 401(k) rollovers, and beneficiary designations.
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When Should You Claim Social Security? Why the Breakeven Age Isn’t Enough
Social Security breakeven analysis is only part of the decision. Learn how claiming age affects survivor benefits, taxes, investment withdrawals, and retirement income for married couples.
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Before You Roll Over Your 401(k), Check for Employer Stock
Rolling over a 401(k)? If it holds employer stock, Net Unrealized Appreciation (NUA) may offer tax savings you could lose once the shares go into an IRA.
Read Article
The Three Tax Buckets: A Plain-English Guide to Investment Accounts
Understand the three main tax buckets—Traditional, Roth, and Taxable accounts—and how each affects taxes, retirement savings, flexibility, and long-term financial planning.
Read Article