Wealth Management

At Nowlen, Holt & Miner we provide wealth management services that bring together a client's complete financial picture by advising and making adjustment their long-term financial and family plans. Wealth management services require managing the client's financial, tax, and planning situations immediately and on continuous ongoing basis. We partner with our affiliated Registered Investment Advisory firm Global Trust, to bring a vast array of services necessary to meet the client’s needs and goals.

Nowlen, Holt & Miner's wealth management advisors assist clients with:

  • Financial Plan Analysis
  • Estate and Trust Analysis
  • Insurance Analysis
  • Long Term Care Planning
  • Financial Goal Planning
  • Family Goal Planning
  • Portfolio Management
  • Cashiering management
  • Family office services
  • Financial Status Evaluation
  • Financial Goals Identification
  • Financial Strategies Specification
  • Financial Planning and Implementation

Get In Touch

At Nowlen, Holt & Miner, P.A., we have been serving the accounting needs of South Florida for over 50 years. If you need help managing any aspect of your business or home's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service to you. We will happily offer you a consultation to determine how we can best serve you with the services that we provide.

We look forward to working with you.

Nowlen, Holt & Miner, P.A.

515 N. Flagler Drive, Suite 1700,
West Palm Beach, FL 33401
T: (561) 659-3060
F: (561) 835-0628
E: admin@nhmcpa.com

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