At Nowlen, Holt & Miner we provide wealth management services that bring together a client's complete financial picture by advising and making adjustment their long-term financial and family plans. Wealth management services require managing the client's financial, tax, and planning situations immediately and on continuous ongoing basis. We partner with our affiliated Registered Investment Advisory firm Global Trust, to bring a vast array of services necessary to meet the client’s needs and goals.

Nowlen, Holt & Miner's wealth management advisors assist clients with:

• Financial Plan Analysis
• Estate and Trust Analysis
• Insurance Analysis
• Long Term Care Planning
• Financial Goal Planning
• Family Goal Planning
• Portfolio Management
• Cashiering management
• Family office services
• Financial Status Evaluation
• Financial Goals Identification
• Financial Strategies Specification
• Financial Planning and Implementation