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Proven financial planning services established on trust, knowledge and experience.

Let our experienced and knowledgeable team of professionals create a personalized plan that allows and gives you the power to realize your dreams.

Explore our services

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Nevada Trust

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The trust-friendly jurisdiction of the State of Nevada may offer strategic advantages that may not be available in some other states. High-net-worth families and individuals may find Nevada to be a safe haven with regards to asset protection, wealth accumulation and attractive income tax advantages. Learn more.

IRA Trust

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The new IRA accounts achieved two goals: providing tax-deferred retirement savings for those not covered under an employer-sponsored plan and providing a place for retirement plan assets to continue to grow when an employee changed jobs, via rollover to an IRA. Learn more.

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Investment Management

Our customized, proven investment strategies allows your portfolio with the proper and precise service you need to achieve your goals.

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Retirement

Let our experienced team design a strategy to evaluate and analyze your current financial situation and create a path toward true financial freedom.

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Estate Planning

Our dedicated estate planning team is here to assist you in understanding how your assets will be distributed under your current estate plan and existing tax law.

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Trusts

We serve as investment managers for assets owned by trusts and endowments as well as for individual investment accounts held in custody.

For experienced financial advice you can trust Wittman Capital Management

Our Process

At Wittman Capital, we take a long, careful look at your unique situation, considering a variety, often complex, alternatives and options before recommending the most appropriate solution. In doing so, we go through a precise and disciplined process created specifically for our private clients. This continuing process caters around your needs and provides highly disciplined and consistent execution on your behalf.

Learn more.

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Our Team

The financial world is changing at a rapid pace. We are an investment and estate planning firm with a foundation of experience and discipline to help you through this fast and ever-evolving financial landscape. An organization that combines the resources of a global financial leader with the care and commitment of a small firm. Learn more about the experts who are leading the way by visiting our Management Team.

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Request a Call Back

Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly, or call (702) 588-4727 between 8:00 am and 4:30 pm Monday to Friday.

Note: Your details are kept strictly confidential as per our Privacy Policy.

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OUR EXPERTISE

THE BENEFITS OF AN IRA QUALIFIED STRETCH TRUST

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Our Partners

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