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 and 2024.

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Did you know long-term care planning doesn’t need to be an afterthought or a worst-case scenario? Talking about it with your family earlier can reduce stress and maximize your quality of life now.

Did you know that attitudes toward estates and wealth transfer are shifting, with a greater emphasis on passing on wealth during life? A financial advisor can brainstorm smart ways to tap into your values while distributing wealth.

Did you know there are creative options to explore when taking RMDs? If you have friends and family age 73 or older, the December 31 deadline is rapidly approaching. Let’s connect to discuss the best fit for you.

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

Business people talking

Fed rate cuts for what?

Nov 14, 2024 | Thomas Garretson, CFA

The Fed has cut policy rates by 75 basis points since September only to see longer-term Treasury yields and mortgage rates increase by the same degree. We take a closer look at this divergence and its implications.

Read more

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