Welcome to Nadel Private Wealth
Independent Advice. Personalized Strategies. Long-Term Relationships.
Nadel Private Wealth is an independent, fee-based investment advisory firm providing personalized investment management and financial planning for individuals, families, and business owners. Our mission is to help clients make confident financial decisions through disciplined investing, thoughtful financial planning, and lasting relationships built on trust.
About
Nadel Private Wealth is an independent, fee-based investment advisory firm committed to helping clients navigate life's financial decisions with clarity and confidence.
As a fiduciary, we place our clients' interests first and develop personalized investment and planning strategies tailored to each client's unique goals, risk tolerance, and long-term objectives.
We believe successful wealth management begins with understanding the individual behind the portfolio.
Located in Century City, Nadel Private Wealth proudly serves individuals, families, and business owners throughout California.
Our Services
At Nadel Private Wealth, we provide personalized wealth management and financial planning designed around your unique goals, values, and long-term financial success.
Investment Management
Personalized portfolio management tailored to your financial goals, risk tolerance, and time horizon. We build disciplined investment strategies designed to preserve and grow your wealth over the long term.
Financial Planning
Comprehensive financial planning that helps you make informed decisions with confidence. From cash flow and retirement planning to education funding and major life events, we provide guidance every step of the way.
Retirement Planning
Whether you're preparing for retirement or already enjoying it, we help develop strategies focused on sustainable income, investment management, and long-term financial security.
Wealth Preservation
Protecting your wealth is just as important as building it. We help clients develop thoughtful investment strategies designed to manage risk, preserve assets, and support future generations.
Professional Credentials
- APMA® – Accredited Portfolio Management Advisor™
- FINRA Series 7
- FINRA Series 66
Education
- B.A., History – University of Oregon
- Minor in Business Administration
Schedule Your Complimentary Consultation
Whether you're looking for a second opinion, retirement guidance, or a long-term wealth management partner, we'd welcome the opportunity to learn more about your financial goals.
Office
2121 Avenue of the Stars, Suite 800
Los Angeles, CA 90067
Phone
(310) 651-8982
Email
jeremy@nadelprivatewealth.com
Or simply complete the contact form below, and we'll be in touch.
Meet Jeremy!
My interest in investing began long before I entered the financial industry. As a young boy, my grandfather taught me the importance of researching companies, thinking independently, and investing with patience. Those early lessons sparked a lifelong passion for investing and continue to shape my approach to wealth management today.
After building and operating my own successful business for several years, I transitioned into financial advising because I wanted to help others make informed financial decisions with confidence. My experience as a business owner taught me that every dollar matters and that financial advice should be practical, transparent, and tailored to each client's unique goals.
As an APMA® (Accredited Portfolio Management Advisor™) professional, I believe investment management should be disciplined, evidence-based, and focused on long-term success—not short-term market noise. While working within a large financial institution, I realized my vision of client service aligned more closely with an independent fiduciary model. I founded Nadel Private Wealth so I could provide personalized investment management and financial planning with one priority in mind: putting my clients' interests first.
Today, my commitment is simple: to build lasting relationships based on trust, integrity, and thoughtful financial guidance while helping every client pursue their financial goals with confidence.