Loret­ta Nolan Associates, LLC

Loretta Nolan Associates, LLC provides portfolio management, financial planning, consulting and income tax preparation services to individuals (including high-net-worth clients), trusts, estates, corporations and other entities, and oversees approximately $135.8 million in client assets. The brochure states services include customized portfolios of individual equities, bonds, ETFs and mutual funds, as well as written financial plans and limited consulting engagements.

The firm’s investment process centers on fundamental analysis with a generally long-term orientation while permitting short-term trades and, when appropriate, option-writing strategies; recommendations may also address tax planning and estate considerations. LNA manages most client assets on a non-discretionary basis—$133,142,000 non-discretionary versus $2,668,000 discretionary as of the reported period—so clients typically retain authority over final trading decisions.

Noteworthy distinctions in the brochure include recent SEC registration (the firm reports registration beginning June 2025 and lists CRD number 126468) and a fee-only business model; LNA also notes a customary $1,000,000 account minimum that may be reduced or waived in certain cases and provides income tax preparation services to its clients. The firm’s materials direct readers to public SEC/adviser profiles for further information and reference third‑party ratings in its public disclosures, an uncommon practice among peers.