Team
Nagle Wealth Partners
Check the background of this firm on FINRA’s BrokerCheck.
Brian Nagle, JD*, LL.M.
Wealth Manager
Boston, Massachusetts
Grayham Lohrey, CPA, CFP®
Associate Wealth Manager
Boston, Massachusetts
Zach Noke
Investment Specialist
Boston, Massachusetts
Zoe Oasis
Client Associate
Boston, Massachusetts
Trusted Advisors
Work with an award-winning team
As your wealth grows, so do the intricacies of managing, preserving, and passing it on to future generations. Nagle Wealth Partners serves as your central advisor — strategically coordinating and seamlessly integrating the firm's full suite of services to help grow, protect, administer, and transition your wealth with precision and care.
Forbes
- Top Wealth Advisors Best-In State1
- 2026 • 2024 • 2023 • 2022 • 2021 • 2020
- Top Wealth Management Teams Best-In-State2
- 2024
© Citizens Financial Group, Inc. All rights reserved. Citizens Bank, N.A. Member FDIC
1 Forbes/SHOOK Top Wealth Advisors Best-In-State: (4/7/26, Data as of 6/30/25); (04/03/24, data as of 06/30/24); (04/04/23, data as of 06/30/22); (04/07/22, data as of 06/30/21); (02/11/21, data as of 06/30/20). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced. Methodology here: https://www.citizensbank.com/private-banking/services/private-wealth/awards/disclosure.aspx
2 Forbes/SHOOK Top Wealth Management Teams Best-In-State (01/09/24) Data as of 3/31/23. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: https://www.citizensbank.com/private-banking/services/private-wealth/awards/disclosure.aspx
Banking products are offered through Citizens Bank, N.A. (“CBNA”). For deposit products, Member FDIC.
Clarfeld Financial Advisors, LLC Form ADV Disclosure Brochure
Form CRS Clarfeld
Fiduciary Acknowledgment Clarfeld
Form CRS Citizens Securities
* Advisor holds the J.D. designation but does not practice law for Citizens. Citizens does not provide legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Advisor holds the CPA designation but is not acting in the capacity of a Certified Public Accountant for Citizens. Advisory services may include discussion or information regarding tax planning; however, advice given is not intended to and does not constitute tax advice of any kind. Always consult an attorney or tax professional regarding your specific legal or tax situation.
Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser - Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”) or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens.
SECURITIES, INVESTMENTS AND INSURANCE PRODUCTS ARE SUBJECT TO RISK, INCLUDING PRINCIPAL AMOUNT INVESTED, AND ARE:
· NOT FDIC INSURED · NOT BANK GUARANTEED · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY · MAY LOSE VALUE