Founder Michael Lombardo discusses Nauset
At Nauset, we apply our deep industry knowledge and experience to your unique situation.
Why IM Professionals Choose Nauset
Nauset has extensive experience handling IM Professionals’ unique wealth issues.
Five Challenges IM Professionals Face
Ignoring the 5 C’s can create unnecessary portfolio risk and excessive taxes.
Why I Founded Nauset’s IM Practice
I experienced Nauset's institutional approach to wealth management.