Alec Abbott

Private Wealth Advisor at The Norden Group

Role: Private Wealth Advisor at The Norden Group
Location: Newport Beach, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Alec Abbott

Alec Abbott is an Investment Adviser Representative with and offering Advisory services through The Norden Group LLC (“TNG”), a SEC Registered Investment Advisor. 5255 N Edgewood Dr, Suite 225 Provo, UT 84604. TNG only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. TNG and its representatives do not provide tax or legal advice. Each taxpayer should seek independent advice from a tax professional based on his/her individual circumstance.

Experience

Private Wealth Advisor
The Norden Group
May 2024 — Present · Newport Beach, CA, US

Skills

High Net Worth Individuals
Financial Analysis
Strategic Financial Planning
Accounting
Tax
Due Diligence
Investments
Mergers & Acquisitions

Contact information

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Work email
a•••@thenordengroup.com
Personal email
•••••@•••••.com
Direct dial
+19•••••••56

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Current company

The Norden Group

Investment Management · 25 employees · Founded 2014 · Provo, Utah, United States

Welcome to the Norden Group. We are a team of experienced financial professionals – licensed fiduciaries – with expertise in investment management, tax optimization, estate planning and asset protection. Our clients include business owners, working professionals, retirees, and corporations. We assist our clients in the creation, implementation and management of comprehensive, customized, financial roadmaps. We help make the complex simple – providing financial peace of mind. As an independent firm – our loyalty lies entirely with our clients. We are not beholden to any bank, brokerage or insurance company. We have no products to sell - and we eliminate costly ‘middle men’, putting more money in your pocket. Our direct-to-institution client investments are structured with 100% transparency so you will see and understand every dollar of cost! As your financial partner, we are adamant about collaboration, involving your CPA and legal team where practical. Ultimately, our process-driven, ‘education first’ approach simplifies our client’s most challenging financial questions – leaving you with more time to enjoy the life you’ve built. Advisory services are offered through The Norden Group LLC (“TNG”), a SEC Registered Investment Advisor. 5255 N Edgewood Dr, Suite 225 Provo, UT 84604. TNG only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. TNG and its representatives do not provide tax or legal advice. Each taxpayer should seek independent advice from a tax professional based on his/her individual circumstance.

thenordengroup.com

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