NIM WEALTH SOLUTIONS
SEC RegisteredWe help good people become great retirees
About the firm
NIM Retirement Group helps individuals and families become great retirees by empowering them with the freedom to deploy their time and financial resources. The firm offers a proprietary retirement planning system called TOP, comprised of proactive tax management, portfolio optimization, and wealth preservation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Proactive tax management, multi-year planning, and advanced tax strategies; portfolio optimization with sophisticated and bespoke solutions; and wealth preservation to protect against medical, longevity, and legal risks, delivered through a proprietary retirement planning system called TOP.
Who they serve
Individuals and families who seek to minimize tax liabilities, are concerned they may not be fully prepared in all key areas of retirement, and want to optimize their hard-earned financial resources.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 65 | $45M |
| High Net Worth Individuals | 74 | $72M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NIM WEALTH SOLUTIONS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.