We are an independent wealth management firm specializing in preparing for, transitioning to and living in retirement. Whether you are an established professional with retirement on your horizon or a young professional looking to begin your journey toward a successful financial life, we are the right fit for you.
OUR MISSION
Our mission is to use our experience and knowledge to provide the path to a successful financial future for our clients, by always acting in their best interests.
OUR VISION
“I started my career working with a large investment company and then worked for several years as a consultant for some of the largest brokerage firms in the country. I decided to start my own firm 20 years ago, so that I would have the freedom to realize my passion of genuinely helping families with all aspects of their financial well-being. Shortly after, I learned about NAPFA (National Association of Personal Financial Advisors), whose members take a fiduciary oath to always act in the best interest of their clients. I knew that I wanted this to be my path. Our clients are like family, and their best interests are always at the heart of what we do.”
WHY US
AS YOUR TRUSTED PARTNER
Personal Relationships: We are a small firm by design. We take the time to develop personal connections with all our clients. This allows us to better serve our clients and their families.
Trust: Trust is one of the most important pieces in a financial relationship. We will always be transparent about what is going on with your finances and what we think is best for you. We chose to take a fiduciary oath that requires us to act in our clients’ best interests so that they can rest assured that we will be their trusted partner throughout retirement.
Peace of Mind: We understand that dealing with finances can be stressful. We are here to take this stress off your shoulders. We want to take the anxiety out of your finances and provide you with security and peace of mind so you can spend more time focused on the things you love. As one of our clients loves to say, “I don’t worry because Mary does.”
Knowledge/Expertise: Mary has been working in the investment industry for over four decades. She has been working with individuals on retirement planning for two of those decades and has seen clients through every step of the retirement process along the way.
MEET OUR TEAM
MARY VAN NOSTRAND, CFP®
Founder & President
Mary has more than 30 years of experience in the investment industry and prides herself on being her clients’ trusted partner. As an independent registered financial advisor, she provides a personalized wealth management process by putting the client first.
GARRETT VAN NOSTRAND
Advisor
Garrett is a graduate of San Diego State University holding a degree in Business Management. Following his graduation in 2022, Garrett has officially joined the firm as an advisor.
WHY A FEE-ONLY FIRM
When making decisions about your retirement, you want someone who is working for you – not selling financial products that benefit the advisor. You need a trusted partner looking out for your best interest.
That is why we are a fee-only Registered Investment Advisory firm. We have a fiduciary responsibility of offering objective advice and always putting our client's interest first. We have no vested interest in the products and/or advisors that we recommend.
Our focus only on ensuring that all recommendations meet your objectives and goals. The only compensation we receive is directly from you, removing any potential conflicts of interest with commission-based products or services.
FIND US
Van Nostrand Wealth Management LLC
Rancho Bernardo Office
11440 West Bernardo Court, Suite 204
San Diego, CA 92127
Austin Offices
Wild Basin
108 Wild Basin Road South, Suite 205
Austin, TX 78746
Lakeline
13809 Research Blvd, Suite 500
Austin, TX 78750
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.
858.487.5195
