Hello, My name is
Nadine Schweitzer
I’m a Strategic Wealth Architect with 18+ years of experience guiding professionals, families, and entrepreneurs to financial freedom. I design resilient, high-performance portfolios that build generational wealth and weather any market.
4.2K+
Strategic Portfolios Built
3.1K+
Empowered Clients
46
State Certifications
18+
Years of Experience
Elite Wealth Strategist | Certified Financial Visionary
For nearly two decades, I’ve helped driven individuals and fast-scaling businesses unlock untapped growth through customized financial planning, advanced tax strategies, and next-gen wealth preservation tactics.
Bespoke investment strategies to life stages
Portfolio balancing with dynamic risk models
Real-time alerts based on global market indicators
What Do I Offer?
Holistic Wealth Planning
Tailored solutions to align your assets with your life goals—from early career to legacy planning.
Performance-Driven Portfolio Design
Rigorous models and insights to help beat market volatility and benchmarks.
Intelligent Financial Technology
Seamless, secure digital tools for smarter and faster investment decisions.
Professional Work Experience
Wealth Strategist
TRINITY CAPITAL GROUP
2010 – Present
(14 years)
Financial Planning Director
VANTAGE STRATEGIC
ADVISORS
2007 – 2010
(3 years)
Senior Analyst
VERITY WEALTH PARTNERS
2003 – 2007
(4 years)
My Professional Examinations
Certified Financial Planner (CFP®)
National Financial Planning Board
Issued: April 15, 2008
Series 65 – Uniform Investment Adviser Law Exam
North American Securities Administrators Association
Issued: January 12, 2005
Certified Investment Management Analyst (CIMA®)
Investments & Wealth Institute
Issued: September 30, 2012
Testimonials
We’ve made over $190K in profit and it’s still growing. Nadine gave us wasn’t just strategy, it was a total mindset shift. Financial freedom isn’t a dream anymore it’s our life.
Solene-Rae.
Tech Entrepreneur
I was skeptical, but working with Nadine changed everything. I’ve made $105K so far using her platform recommendation.
Nathan.
Contractor
We started uncertain, but the results say it all. Nadine helped us build real momentum, even in a shaky economy. If you’re hesitant—just start. You won’t regret it.
The Jimmy Family .
Business Owners
Let’s Talk Strategy
Get in Touch with Nadine
Secure your introductory call now and
start your journey toward financial mastery.
Your Wealth Should Work As Hard As You Do
Let’s build a smarter, stronger financial future — starting today.