Nebo Wealth

Live behind the scenes look with Tim Welsh, CFP Adam Scully-Power, CIMA®, CPWA® as they’re moments away from cameras rolling to discuss "Enterprise-Level Solutions for Goals-Based Investing"! Stay tuned for insights on how we’re helping advisory firms move beyond static portfolios and one-size-fits-all models to deliver enhanced, goals-based investment experiences for every client. Moments like these remind us to appreciate the journey: “A joy it will be one day, perhaps, to remember even this.” – Virgil, The Aeneid. A force in so few words—just like the solutions we aim to deliver. #GoalsBasedInvesting #ClientExperience #Innovation

We’re thrilled to announce that Nebo Wealth has been shortlisted for “Best Multi-Asset Class Portfolio Management System” at the 2025 Private Asset Management (PAM) Awards! 🏆 Now in its 21st year, the PAM Awards celebrate exceptional performance in the private wealth community, bringing together industry leaders and innovators for an evening of recognition and celebration. This honor reflects our mission to empower advisors by integrating goals-based investing into their workflows—moving beyond static portfolios, general risk scores, and one-size-fits-all models to deliver truly personalized investment solutions. We’re grateful for this recognition and excited to continue pushing boundaries to serve advisors and their clients better. Stay tuned for what’s next! #GoalsBasedInvesting #WealthTech #Innovation P.S. Love the office Holiday decorations 🎄🎄🎄 Adam Scully-Power, CIMA®, CPWA® Martin Tarlie Matthew Kadnar, CFA Andy Finnegan, CFA, CAIA

REMINDER! Today at 4pm ET we're doing a live webinar: Beyond Risk Tolerance: Reconnecting Portfolios to Financial Plans, Goals, and Time Horizons What we’ll cover: ✅ Real-world examples showing how identical risk scores can lead to vastly different portfolio recommendations. ✅ Sample tailored model portfolios that improve client outcomes. ✅ How to integrate financial plan inputs without overhauling your existing models.   Register here: https://lnkd.in/eaFp_e3C P.S. Enjoy this behind-the-scenes POV of our video room. Grateful to Adam Marks for his hard work and dedication!   #GoalsBasedInvesting #PortfolioConstruction #beyondrisktolerance

We had the pleasure of spending the day with Michael Rose, MST Director of Wealth Management Research at Cerulli Associates for a wide-ranging conversation about the future of goals-based investing and the evolving needs of advisors and their clients. Two key themes stood out: 1. Bridging the Gap Between Planning and Investing: Aligning these two critical pieces can create better client outcomes and simplify the advisor’s role, especially when it comes to managing expectations and behavioral coaching. 2. The Demand for Personalization: Advisors and firms alike are focusing on delivering more tailored client experiences. Personalization isn’t just about meeting individual goals—it’s about creating conversations that resonate deeply with clients and reflect what matters most to them. We also touched on how enterprises are prioritizing consistent and elevated client experiences to differentiate themselves in the marketplace. These insights underscore the growing need for innovation in our field. Thank you, Michael Rose, MST and Andrew Rose for a thought-provoking conversation! It’s exciting to be part of the journey toward a more client-centric future. #GoalsBasedInvesting #ClientExperience #Innovation

C.S. Lewis said it best: "All is Gift." Grateful to spend the day with Tim Welsh, CFP and Nexus Strategy, LLC—planning for the future while taking a moment to embrace the season in front of Boston's Faneuil Hall Christmas tree. 🎄

Increase your speed, raise your standards, narrow your focus. These were three key themes for our strategic planning offsite at our Boston offices. Why are these themes so crucial? Because they form a powerful performance triad that not only amplifies each other but the compound effect can be electrifying.💥h/t Snowflake former CEO Frank Slootman Stay tuned as we unveil the exciting developments stemming from our strategic session. Always great to see you in town Tim Welsh, CFP #StrategicPlanning #ElevateYourGame #Innovation P.S. Enjoy a POV glimpse of some of those unscripted moments — because sometimes the best ideas start with casual conversations over coffee. (and yes, we added some soft holiday music to match the season’s vibe!) Adam Scully-Power, CIMA®, CPWA® Matthew Kadnar, CFA Martin Tarlie Andy Finnegan, CFA, CAIA

Traditional risk tolerance tools have detached portfolio construction from financial planning, leading to oversimplified—and often misleading—recommendations. Join our webinar to learn how you can reconnect portfolios to client goals by integrating time horizons, goals, and cash flows into dynamic, goals-based portfolio construction. What we’ll cover: ✅ Real-world examples showing how identical risk scores can lead to vastly different portfolio recommendations. ✅ Sample tailored model portfolios that improve client outcomes. ✅ How to integrate financial plan inputs without overhauling your existing models. This session is perfect for advisors ready to rethink outdated frameworks and build stronger, more personalized client relationships. 📅 Date: December 17th ⏰ Time: 4:00 PM ET / 1:00 PM PT 📋 Register here: [Link in the comments!] Adam Scully-Power, CIMA®, CPWA® Martin Tarlie Andy Finnegan, CFA, CAIA #GoalsBasedInvesting #PortfolioDesign #beyondrisktolerance

We had the privilege of presenting to a fantastic group of students at Lewis University. Their curiosity and passion for cutting-edge innovations in goals-based investing were truly inspiring. A huge thank you to Professor David Townsend, CFA for organizing this event, inspiring students to think critically, and helping to break in their new finance lab—a fantastic space for challenging assumptions, evolving best practices, and exploring the art and science of investing. These students reminded us why we do what we do: to push boundaries, inspire curiosity, and transform how advisors help clients achieve their goals. P.S. We’re looking to do more of these in 2025! If you're a professor or student interested, let’s connect. Grateful for opportunities to give back like this 🙌 Lewis University College of Business H/T to our amazing teammates Adam Scully-Power, CIMA®, CPWA® Matthew Kadnar, CFA and Andy Finnegan, CFA, CAIA for bringing their expertise and energy to this session! #GoalsBasedInvesting #ThinkDifferent #BeCurious

Do you account for your client’s small business when building their portfolio? 1️⃣ Traditional Portfolio Design Falls Short for Business Owners: Conventional strategies often overlook the unique complexities and risks tied to privately held assets. 2️⃣ No Two Business Owners Are Alike: Even with similar goals, Steve (auto parts) and Susan (dry-cleaning) require vastly different portfolio strategies based on the nature of their businesses. 3️⃣ Privately Held Assets Transform Portfolio Dynamics: Incorporating these assets reshapes both risk management and portfolio allocation, creating more tailored and effective solutions. Our goal at Nebo Wealth is to help advisors design portfolios that reflect everything in a client’s financial picture—not just the assets with readily available data. Read our latest paper here! H/T Matthew Kadnar, CFA Martin Tarlie 

Today, we’re inspired by this quote from Steve Jobs: "If you get the right strategy, the right people, and the right culture at your company, you’ll do the right products, the right marketing, and the right things logistically and in manufacturing and distribution. And if you do all those things right, the bottom line will follow." Btw, Matthew Kadnar, CFA and Adam Scully-Power, CIMA®, CPWA® had an amazing time connecting with advisors in Chicago and Dallas recently during our Lunch & Learn events with Advyzon / Advyzon Investment Management, LLC. (AIM) In a world dominated by virtual interactions, there’s something special about sitting down face-to-face. These lunches gave us the chance to share ideas, exchange insights, and discuss how to help clients navigate today’s markets with more adaptability and focus. To everyone who joined us: thank you for making the time. Meaningful conversations like these remind us why we do what we do. Here’s to more collaboration and shared learning ahead!