IG Wealth Management - Luke Nelson, CFP RRC

Three years ago when I was close to retirement, a very good friend of mine highly recommended Luke’s services to me. I’m very happy to say, I have been very satisfied to have him as my financial advisor since. His extreme knowledge combined with his great patience and warm personality always make me feel at ease knowing that my investments are in the best hands. I completely trust Luke!

Luke has been our advisor for 10 years and we have found him to be very knowledgeable, well prepared and personable. We are confident that our finances are well managed.

Luke has provided excellent service to my family for the last several years. Very smart, addresses our issues, knows our interests and gives great advice.

Luke has been my advisor for approximately 10 years and throughout that time has proven to be very knowledgeable and provided excellent guidance with all my finances. I would highly recommend Luke & his services to anyone looking for someone to assist in their financial needs.

Luke has been our financial advisor for many years. We are fortunate to have Luke involved with our finances as we have been very happy with his help and guidance over the last 10 years. He is professional, very knowledgeable, respectful and patient. We have always left our meetings with comfort and ease, knowing that Luke has us covered right up to our retirement and beyond. I highly recommend Luke to assist in all of your financial needs!

We have been working with Luke for close to 10 years, he is our trusted source for all things financial! Luke has guided us through mortgage planning, stock investments, long and short term financial goals, life insurance along with helping us build out a plan for our children around education savings. What I love most about Luke is that he is always available and open to listen and bounce ideas around on whatever comes up and always gives us sound advice. Luke and his team keep in touch and continually make a point to meet with us to discuss our portfolio to ensure we are keeping pace with our goals and the economic climate! I highly recommend Luke and his team, they certainly make sleeping at night easier!

Luke is proactive and always available in between regular touchpoint if any questions or concerns arise. His approach to long term planning leaves clients with confidence that their investments are being well managed.

Luke was instrumental in putting together a sound financial plan to address our needs today and into the future. Always keeps us up to date and routinely makes adjustments to meet our goals. Would recommend Luke to friends and family.

My husband and I were fortunate to have met Luke years ago. He has been invaluable as our advisor, helping us feel confident about important decisions for our family’s future.Luke is pleasant, trustworthy, professional and knowledgeable, and he has the patience to ensure we understand and are comfortable at every turn.We highly recommend Luke to anyone looking to have the best advice and peace of mind with their finances.

We have been with Investors GWM via Luke Nelson for several years and have found his manner and advice very helpful. Finally, someone we can relate to and enjoy meetings, we feel very fortunate to have found him!