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Nauset Videos

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.

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Featured Market Commentary

Quarterly Market Performance Recap

Fourth Quarter – Strong Finish for Stocks. Despite news of another Covid variant, US stocks ended 2021 on a high note as investors drove the Russell 1000 up +9.9% in the quarter to finish the year at +26.4%. Energy, tech and real estate stock sectors were market leaders in 2021, while telecom…

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Why Work with Nauset?

  • SEC Registered Investment Advisor
  • Founded in 2000
  • $300 million under management
  • Independent, fee-only service
  • Primary clients - families and individuals
  • Fiduciary in all client relationships

Our wealth service integrates ongoing financial planning and investment management.

Hear About Nauset

About the Partners

Michael Lombardo President

Michael has over 20 years experience in the financial services industry as an investment manager, consultant and marketing manager. He is responsible for investment policy and portfolio management as well as financial planning activities.

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David Bauer Principal

David develops holistic wealth management and retirement programs for clients with a particular expertise in meeting the needs of financial services professionals. He is a member of the firm’s investment committee.

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