Wit Capital Management

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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9 Years

in Business

(402) 392-8426Call Visit WebsiteVisit Website Map & DirectionsDirections1111 N 102nd Ct Ste 100Omaha, NE 68114 Write a ReviewWrite Review

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Extra Phones

Phone: (402) 392-8403

Payment method

amex

Location

Westroads I

Neighborhood

AKA

Robson, Kylee, AGT

Robson Kylee

Other Links

http://www.witcapitalmanagement.com

https://www.witcapitalmanagement.com/contact

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Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Retirement Planning Services

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Details

Phone: (402) 392-8426

Address: 1111 N 102nd Ct Ste 100, Omaha, NE 68114

Website: http://www.witcapitalmanagement.com

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Wit Capital Management

Roth IRA
Whether you are in need of group or individual plans, our Financial Professionals can help you find a retirement plan that meets your goals and objectives. It is important to know and understand how your plan works for you and your financial future. We have experience in the coordination and set up of different plan types such as: Group 401(k)’s Individual or Solo 401(k)’s, SIMPLE IRA’s, SEP IRAs, Traditional or ROTH IRAs, etc.

Investment Management
As a client of W.I.T. Capital Management, you’ll benefit from a collaborative, one-on-one relationship with financial professionals. With a focus on investment management, we will offer guidance and strategies specific to your individual needs which also include retirement, education, life, disability & estate strategy planning. Additionally, you’ll have access to a comprehensive range of top-quality investment and insurance products from leading financial companies.

Accounting Services

Financial Planning
• Disability Income Analysis: Can your current lifestyle continue, even if your income cannot? Disability Insurance is often the most overlooked aspect of financial planning, and in many cases the greatest potential household liability. Our team will help you understand what life financially could look like following a disability and provide options to help protect your financial future.
Retirement Planning
Scott graduated from Creighton University and obtained The Wharton Certificate in Retirement Planning from the Wharton School of Business in 2006. Additional professional licenses attained include: State Life & Health, FINRA Series 7, 6, 63, 65 and 24 registrations.
Long Term Care
Nathan is involved in many aspects of W.I.T. with an emphasis in supporting retirement & education planning, life/disability/long-term care insurance modeling & analysis, as well as debt reduction strategies. Additionally, Nathan brings a comprehensive perspective on corporate fundamentals and macro-economic considerations and takes an active role in securities analysis, research, and portfolio modeling.
Asset Management
Scott is involved in every aspect of the business; however his primary focus is investment strategy, risk analysis, asset management strategies, and business succession planning. He has dedicated his professional career to forming relationships with his clients and is grateful to have the opportunity to work with them.
College Funding

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