Advisors at this firm
Mary V
CFP®, Series 63, Series 65
San Diego, CA
Van Nostrand Wealth Management LLC
Mary Van Nostrand is a CFP® professional with 22 years of experience in financial advisory services. She has worked at Van Nostrand Wealth Management LLC since 2019 and previously spent eight years with Duttenhofer Advisory Group. Van Nostrand Wealth Management LLC serves individual clients, including high-net-worth households, retirement plans, and small businesses, offering integrated wealth management that combines financial planning and investment management. The firm customizes its investment approach based on each client’s goals and risk tolerance, using a mix of passive and active strategies primarily through mutual funds and exchange-traded funds.
Garrett V
Series 65
San Diego, CA
Van Nostrand Wealth Management LLC
Garrett Van Nostrand is a financial advisor at Van Nostrand Wealth Management LLC in Austin, TX, holding a Series 65 designation with three years of industry experience. He has worked at Van Nostrand Wealth Management since 2019 and previously held positions at KUSI Television, Quantum Design, San Diego State University, and Poway High School. Van Nostrand Wealth Management serves individual clients, including high-net-worth households, retirement plans, and small businesses, offering integrated wealth management through financial planning and investment management. The firm emphasizes customized investment strategies based on client goals and risk tolerance, using a mix of passive and active approaches primarily with mutual funds and ETFs.
Grant V
Series 65
Austin, TX
Van Nostrand Wealth Management LLC
Grant Van Nostrand is a Series 65-licensed advisor at Van Nostrand Wealth Management LLC with one year of industry experience. Prior to joining the firm, he spent four years at Oregon State University and seven years in educational roles at Poway High School and Twin Peaks Middle School. Van Nostrand Wealth Management serves individual clients, retirement plans, and small businesses, focusing on integrated wealth management that includes financial planning and investment management. The firm employs a customized investment approach centered on strategic asset allocation using mutual funds and ETFs, combining passive and active strategies with periodic rebalancing.
