AS YOUR TRUSTED PARTNER
A trusted partner is positive, enthusiastic, supportive, trusting, focused, goal-oriented, knowledgeable, observant, respectful, patient and a clear communicator. A trusted partner understands your needs, creates a plan using her experience and expertise and provides guidance along your financial journey.
We are an independent wealth management firm specializing in retirement security. We provide financial planning and investment management services for people who seek a true partner.
Mary Van Norstrand, 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.
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.
Van Nostrand Wealth Management
16870 West Bernardo Drive, Suite 400
San Diego, California 92127
LET’S HAVE A CONVERSATION
You are invited to set up a free, no-obligation introduction with Mary.