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A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

The Active Advisor podcast (Episode 3)

In this episode of The Active Advisor podcast, hosts Bryan Moore and JR Shields, CETF, of Harbor Capital are joined by Taylor Nissi, CFP®, CTLC®, Partner at Pleasant Street Wealth Advisors, a family-owned financial planning and wealth management company. The conversation cuts across multiple financial and wealth management touchpoints.

Join them as they discuss:

  • Benefits of independent wealth management companies
  • The client persona at PSWA
  • Key attributes of successful financial planners
  • Tips for financial planners wanting to go independent
  • Share advice for upcoming financial management professionals

Taylor Nissi is a founder of Pleasant Street Wealth Advisors. Taylor is a Certified Financial PlannerTM who focuses on providing high-impact advice and guidance to individuals, businesses, and families.

The team at Pleasant Street Wealth Advisors is on a mission to help more people have confidence, peace of mind, and clarity in their financial life. When their clients reach that level of confidence and peace of mind in their financial life, they can spend more time and energy on the people and passions that bring them joy. They call that “Experiencing Your Wealth’s Possibilities.”

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Music provided by Tom Hunt / Music&SFX Pro, Artlist License



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