NMS Wealth Management

NMS Wealth Management was founded with the goal of providing comprehensive, tax-minded wealth management to our clients. We understand that financial planning is a process that requires careful consideration of both tax and financial planning factors. Our approach is based on the financial planning process, as prescribed by the Certified Financial Planner Board of Standards. We believe that by partnering with NMS CPAs, a full-service tax and accounting practice, we can offer advice that takes into account both tax and financial planning aspects, leading to better outcomes for our clients.

We offer a wide range of investment, insurance, and consulting solutions designed to help our clients achieve their goals. Our team of experts includes Brian W. Distler, CFP, as the Director of Wealth Management, Kayla A. Stowe, CFP, CRPC, as a Financial Advisor, and Julie M. Distler, CPA, MBA, also as a Financial Advisor. Stacie Kimpton serves as our Client Services Associate. Our advisors are registered in several states and offer advisory products and services in many more. We strive to build deep and meaningful relationships with our clients, aiming to serve them for generations to come.

Our commitment to comprehensive planning and our focus on tax-minded strategies set us apart from other financial advisors. We believe that by understanding our clients' unique financial situations and goals, we can provide tailored solutions that address their immediate needs and long-term aspirations. Whether you are looking to manage your investments, plan for retirement, or simply need guidance on tax strategies, we are here to help.

At NMS Wealth Management, we recognize that every client is unique and that their financial goals are diverse. We take the time to understand each client's situation, providing personalized advice and guidance every step of the way. Our goal is to empower our clients with the knowledge and tools they need to make informed decisions about their financial futures. If you are seeking a trusted partner to help you navigate the complexities of financial planning, we invite you to explore how we can assist you further.