Nash-Hasty Private Wealth Management

Nash-Hasty Private Wealth Management provides discretionary investment management, financial planning, and qualified retirement-plan consulting to individuals, high‑net‑worth clients, families, trusts, estates, businesses, and nonprofit organizations. The firm reports approximately $51.0 million in discretionary assets and about $13.0 million in non‑discretionary assets across roughly 123 client relationships.

Portfolio construction follows a strategic asset‑allocation framework using a proprietary methodology and may include ETFs, mutual funds, domestic and foreign equities, fixed income, preferred stocks, commodities, options, and third‑party money managers where appropriate. Investment decisions draw on macroeconomic, fundamental, quantitative, qualitative, technical, and cyclical analysis, with ongoing monitoring and rebalancing; with client approval the firm may use limited margin (typically not to exceed about 10% of net assets) and options strategies for hedging or exposure.

Distinctive aspects of the firm’s practice include negotiated, plan‑level qualified plan consulting and the ability to serve as an ERISA Section 3(21) and/or 3(38) fiduciary while providing participant‑level advice and educational services. The brochure discloses no disciplinary history, identifies a preference for Charles Schwab as custodian (and use of Schwab’s institutional support services), and notes operational practices such as trade aggregation and block trading.