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High Achieving Professionals 

Optimize Your Peak Earning Years

MAKE WORK OPTIONAL | MINIMIZE YOUR TAXES | INVEST SMARTER

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Retirement Roadmap

Retirement Planning for Individuals Over Age 50 

REDUCE TAXES | INVEST SMARTER | OPTIMIZE INCOME

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Business Owners

We are your dedicated partners, helping you to

GROW YOUR BUSINESS | REDUCE TAXES | MAXIMIZE YOUR WEALTH

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Experience Your Wealth's Possibilities

We are on a mission to help more people have confidence, peace of mind, and clarity in their financial life. Our process begins with a conversation focused around your most important financial questions.

STEP

1

Get to know each other

Make sure your situation matches our expertise.

 

STEP

2

Get Clear about goals

Get an accurate understanding of your current situation and clarify your financial goals and priorities.

 

STEP

3

Design & Present Analysis

We apply our knowledge and expertise to your situation.

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Success Stories

At Pleasant Street Wealth Advisors, we take pride in helping our clients feel confident and clear about their financial lives. Read the success stories to learn more about how we help our clients Experience Their Wealth's possibilities. 

High Achieving Professionals

High Achieving Professionals

Create an investment strategy that's right for you.

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Retirement <br/>Roadmap

Retirement
Roadmap

Steps to consider, to pursue the retirement you want.

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Business <br/>Owners

Business
Owners

Manage your affairs during your lifetime and beyond.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
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Financially Savvy at Six Figures

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.
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Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.
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Experience Your Wealth's Possibilities

Your financial life is built on the time you’ve spent working, saving and investing. Working with us gives you confidence in your financial life so that you can spend more of your time doing the things that bring you joy! 

Start Planning Now

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

What Our Team Has to Say:

"We want to deliver value in every client interaction. Even our prospecting process is designed to give people answers to their biggest questions right away, irrespective of if they work with us or not."

- Taylor Nissi

"We think of ourselves as a trusted partner on your financial journey, offering comprehensive, solid, and life-changing advice that is designed to transform every area of your life, not just today, but across generations."

- Nordo Nissi

Alex Paul

Alex Paul

Director Investment Strategy

Eric Farr

Eric Farr

Wealth Advisor

Eric.Farr@farther.com

Michael Flatley

Michael Flatley

Vice President

Nordo M. Nissi III

Nordo M. Nissi III

Partner

nordo.nissi@pswallc.com

Penny Hawkins

Penny Hawkins

Executive Assistant

penny.hawkins@pswallc.com

Taylor A. Nissi

Taylor A. Nissi

Managing Partner

taylor.nissi@farther.com

Vinit Madan, CMT

Vinit Madan, CMT

Director Investment Strategy

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