It’s not all about the money, honey

Nurtured Wealth was founded on one simple principle: the client comes first.

At Nurtured Wealth, making our clients happy is truly at the heart of everything we do. We ensure this by taking a ‘person first’ approach and building real, strong, long-term relationships.

We work hard to understand who you are, what you want to accomplish and how you feel about money because we believe it’s the only way we can give you the honest, realistic financial advice you need.

We gently ask the hard questions

Facing up to financial issues can be scary, challenging and even confronting. But don’t worry; we’re here to help every step of the way.

We’ll dive deep into your core financial concerns, helping you answer the big questions such as:

When can I stop working so hard?
How can I pay for my children’s education?
When will I be able to pay off my home loan?
What’s the best way to plan for my retirement?
When can I start living the life I really want to live?
What happens if…?
We’ll review your career, salary and saving habits, organize all your accounts and help you tackle your financial goals head on.

We all work hard for our money and, where possible, try to live without the constraints of a rigid budget. That’s why we take a ‘save first’ approach, establishing savings goals and working out what you need to do to reach them – then what’s left is yours to enjoy.

And, when your day-to-day finances are organized, we’ll look to the future.

Using our experience and knowhow, we’ll create a 100% customized and comprehensive financial plan that’s flexible enough to grow with you and your family.

What makes us different?

At Nurtured Wealth we care. We’re not about signing up a million clients and making a fast buck.

Instead we’re selective about who we work with. We know that handling financial issues can be an extremely sensitive and intimate experience, so we strive to build trusting, honest, real relationships that will hopefully last a lifetime.

We do this by:

Seeing the bigger picture: Our financial plans will help you get a clearer view of your current situation and work out where you’d like to see changes.
Explaining and educating: We’ll break down the process, explain the jargon and ensure you truly understand your finances.
Offering honest advice: We’ll tell you the (sometimes brutal) truth and give you open, realistic and independent advice that works.
Taking a holistic approach: You can’t grow a healthy financial life without a solid foundation – we want to understand you as a whole before we make any investment recommendations.
Planning for the future: We’ll be here to support you as your life happens and plans change; revisiting your goals and helping you adjust your financial plan.

In the media

Jessica McCurdy ranked #113 in Northern California

"More than 75% of my practice is focused on advising women. One of the greatest and most rewarding challenges with this client group is advising and empowering women who are in a state of transition including divorce or the loss of their spouse. These are clients who, in many cases, are starting over and are faced with managing aspects of their lives that they've never been responsible for in the past, like finances..."

Jessica McCurdy has been a recipient of the Women's Choice Award since 2014.