Process and planning beats prediction

Financial markets are always going to move up and down. Timing these movements is virtually impossible to predict. We have found that developing a strategic process with planning around your goals gives you a much better chance for success in meeting them.

Let us help you grow more than wealth

How we serve you 

As an experienced wealth management team, we nurture multigenerational client relationships for the long term, and offer professional advice, guidance and real-world perspective to help you prepare for an evolution of your wealth and objectives over your lifetime. 

Proud to work with a nationally recognized teammate

At Nearing & Dallas Wealth Management Group, we are very proud that Financial Advisor Gordon Nearing has received the Forbes Best-in-State Wealth Advisor award in 2022 and 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Gordon!

We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2023, 2024 and 2025.

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Plan ahead for your required minimum distributions (RMDs) as they impact your gifting and estate plans. Let’s discuss. Call me to schedule your annual wealth planning checkup.

Did you know love and money don’t have to be a point of contention? Saving isn’t just about money. It’s about enabling your family’s goals and dreams. Show your loved ones how much you care and let’s start a conversation about shared finances.

The beginning of the year is a great time to contribute to your Traditional or Roth IRA. Every day counts toward securing your financial future. Seize this unique opportunity to contribute for both 2024 and 2025. Let’s connect and make those contributions today. https://www.rbcwealthmanagement.com/assets/wp-content/uploads/documents/rbc-retirement-paycheck.pdf

Meet the team

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Learn more about the Nearing & Dallas Wealth Management Group here. 

Our mission

Hear what motivates Pam and Gordon in their efforts to have a positive impact on the lives of their clients beyond the customized advice and planning.

Latest Insights

Businesswomen looking at computer

Focus on earnings season

Feb 18, 2025 | Kelly Bogdanova

Washington, D.C. policy decisions have been in the spotlight of late, but we think investors should not take their eyes off the results and clues coming from Q4 earnings season.

Read more

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