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+1 781-218-2250
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| 394 Lowell St Ste 9, Lexington, MA, 02420 | |
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110 ftGrant Street opposite Colony Road
450 ftGrant Street @ Todd Road
0.2 miGrant Street @ East Street
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Specialties
NUA Advisors, is a Wealth Management Firm which is bridging the gap between traditional and non-traditional investing. We are unique in that we have an extensive understanding of the regulatory and financial considerations involved in a Self Directed IRAs and Self Directed 401ks.
Services we provide:
–Innovative Portfolio Management
–Financial Planning
–Customized Solutions for Alternative Investments Inside Retirement Accounts
–Risk Management Assessments
–Strategic Consulting
Our Core Beliefs:
–A Personal and Fiduciary Responsibility to always put the interests of our clients ahead of our own
–Strong Risk Management
–Complete Transparency
–Fee-only Advisory Service (no commissions)
–Customized Innovative Wealth Solutions for each client
History
Established in 2008.
NUA Advisors originated from the idea that wealth management should be innovative, to go beyond and improve on the traditional format by encompassing non-traditional ideas. This brings a more sophisticated, comprehensive, and holistic approach to wealth management for both our clients and their families.
Meet the Business Owner
Kirk C.
Business Owner
Kirk is Wealth Manager and Principal at NUA Advisors, LLC. He has been providing wealth management services to individuals, executives, entrepreneurs, and their families since 1999. Kirk is dedicated to developing lasting relationships with all of his clients. One of the benefits of working with Kirk is his patience and his ability to provide clear, easy to understand explanations of all financial options in an unbiased manner. His background and areas of focus are portfolio management in the traditional and non-traditional investment markets. He also has a focus in retirement income strategies.
Prior to integrating with NUA Advisors in 2008, Kirk founded Stirling Global Advisors, LLC in 2005, a full-service private wealth management firm. Kirk has also held wealth management roles at both UBS PaineWebber and Smith Barney.
Kirk holds a BA in Economics from Trinity College
