Everything the Nugent Team does is personalized, custom, and held to the highest standards. Led by Kim Nugent, the team provides an integrated wealth-management experience that anticipates every client’s needs and supports them through all stages of life.

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As the daughter of a physician, Kim understands the unique challenges faced by healthcare professionals—many of whom make up the core of the team’s clientele. With her background in biochemistry and molecular biology and early career in pharmaceutical sales, she relates directly to the demanding schedules and expectations that come with a medical profession.

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The Nugent Team thrives on tackling complex situations, from Social Security strategies to Medicare planning and multi-generational wealth management. Known for their methodical, detail-oriented approach, they combine deep analytical insight with innovative technology to deliver exceptional service to clients across the country.

 

This is more than a group of advisors—it’s a seamlessly coordinated team that works in concert to simplify complexity and bring clarity to every financial decision. Together they create tailored strategies that reflect each client’s goals, ensuring every plan is proactive, comprehensive, and adaptable.