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®
Investment Specialist
Boston, Massachusetts
Emily Fluke, CFP®
Relationship Manager
Boston, Massachusetts
Zach Noke
Registered Client Associate
Boston, Massachusetts
Trusted Advisors
Work with an award-winning team
As your wealth grows, so do the complexities around managing, preserving, and passing it on. We are the central point of contact responsible for coordinating and uniquely integrating a wide-ranging suite of services to help grow, protect, administer, and transfer your and your family’s wealth.
2024 Best-in-State1
Top Wealth Management Teams
Nagle Group, Citizens Private Wealth
2024 Top Wealth Advisors - Best in State2
Brian Nagle
2023 Top Wealth Advisors - Best in State2
Brian Nagle
2022 Top Wealth Advisors - Best in State2
Brian Nagle
2021 Top Wealth Advisors - Best in State2
Brian Nagle
2020 Top Wealth Advisors - Best in State2
Brian Nagle
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1Forbes/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
2Forbes/SHOOK Top Wealth Advisors Best-In-State: (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
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
* Not part of Citizens legal team.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with plaque design) in the U.S., which it authorizes use of, by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
† 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