Wayne George
Fee-only, fiduciary financial planning and wealth management
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Serving Clients Nationwide
Fee-only, fiduciary financial planning and wealth management
Areas of Focus
- Estate Planning
- Financial Planning
- Investment Management
- Multi-Generational Wealth
- Retirement Planning
About Wayne George
Hi, I'm Wayne George. I'm a fiduciary financial advisor at Nuvern Wealth Advisors, a full-service independent Registered Investment Adviser based in New York, NY.I work with individuals and families to help them make informed financial decisions, manage their investments, and prepare for the future.
Many of the people I work with are thinking about retirement, trying to get a better handle on their savings and expenses, or looking for guidance on what to do with an old 401(k) or other investment accounts. Some have questions about how to invest, when to take Social Security, or how to make sure their family is taken care of.
My role is to help you understand your options, stay organized, and create a plan that makes sense for your situation. I don’t sell products or earn commissions, just straightforward advice based on your goals.
At Nuvern, we offer:
✔️ Financial planning and investment management
✔️ Retirement and income planning
✔️ Support with estate planning
✔️ Flat-fee and tiered pricing with no hidden charges
✔️ Access to tools for budgeting, risk assessment, and account tracking
If you have financial questions or want help putting a plan together, I’m happy to talk.
Primary Location
26 Broadway, Suite 934 New York, NY 10004
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Annual Retainer
- Fee Only
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Package Offers
- Percentage of Assets Managed
What to expect in the first meeting
Click the Book Intro Call button above to schedule a complimentary introductory meeting. During our first conversation, we'll take the time to understand your financial situation, your goals, and your risk tolerance. You can expect a no-pressure discussion focused on learning whether Nuvern Wealth Advisors is the right fit for your needs and walking away with clarity on your next steps. I look forward to speaking with you.Offers Investment Management
Yes
About Nuvern Wealth Advisors
Nuvern Wealth Advisors is a full-service, independent Registered Investment Adviser based in New York, NY. Traditional firms turn people away if they don't have a million dollars ready to hand over. We do things differently. We believe everyone deserves high-caliber, fiduciary advice, regardless of their current asset size.Operating virtually nationwide, we offer completely transparent, flat-fee pricing tailored to your needs, whether you need a quick consultation, a one-time financial blueprint, or ongoing check-ins to keep you accountable. We specialize in helping first-generation wealth builders, professionals, entrepreneurs, and diverse families take full control of their financial futures.
Our firm delivers outstanding service built upon three underlying principles: professionalism, responsiveness, and quality.
Our Fiduciary Commitment
We operate strictly under a fee-only, fiduciary standard. This means we are legally and ethically required to provide objective, unbiased advice that is always in the best interest of our clients.
Comprehensive Services
We specialize in integrating core financial pillars into a comprehensive, tailored roadmap for each client. Our core services include:
▪️ Financial Planning: Comprehensive life, retirement, and cash flow planning.
▪️ Investment Management: Customized portfolio construction and growth investing utilizing advanced financial planning tools and select third-party managers.
▪️ Tax & Estate Coordination: Tax-aware, efficient investing strategies and estate planning coordination.
▪️ Client Education: Providing dedicated resources to help clients make informed decisions rather than reacting to short-term market swings.
Hobbies and Interests
- Beach
- Board Games
- Bowling
- Collecting
- Cooking
- Eating Out
- Entertaining
- Exercising
- Family
- Fishing
- Foodie
- Football
- Golf
- Grilling
- History
- Photography
- Reading
- Wine
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- BIPOC
- Business Owners
- Content Creators
- Couples
- Creative Professionals
- Dual Income Family
- Educators
- Engineers
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Immigrants
- Individuals
- Intergenerational Families
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Newly Engaged / Newlywed
- Parents
- Single Women
- Technology Professionals
- Travel Lovers
- Women Professionals
- Women’s Finance
- Young Families
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