Brody Nesemann

My Process

I help people make informed financial decisions with confidence as they navigate the opportunities and complexities that come with building and preserving wealth. Many of those I work with have spent decades building their wealth and eventually face decisions that do not have obvious answers. When should I retire? When should I claim Social Security? Does a Roth conversion make sense? How can I reduce taxes over my lifetime? When should I begin gifting to the next generation? The challenge is not making one good decision. It is understanding how each decision affects others and how those decisions fit into the broader picture of a person’s financial life. At Haverford, those I work with can benefit from a team-based approach to wealth management. I focus on wealth planning while partnering closely with portfolio managers to provide a coordinated perspective across both planning and investment management. We also partner with clients’ estate planning attorneys, accountants, insurance professionals, and other trusted advisors to help ensure important decisions are coordinated across their financial lives. A key part of my work is helping people identify opportunities to protect and preserve their wealth while aiming to improve their long-term efficiency. This may include creating greater tax diversification through strategies such as Roth conversions, managing taxes throughout retirement, developing thoughtful gifting strategies, and coordinating wealth planning decisions with broader estate planning considerations. My goal is to help people make the most of the wealth they have worked hard to build. I help them protect what matters, preserve it for the future, and optimize it to support the life and legacy they envision. Having a coordinated team to evaluate opportunities, identify tradeoffs, and provide objective guidance can make all the difference.