Welcome

The most important part of my job is listening to you, asking questions for understanding, caring about you as a person and earning your trust. I believe that in order to successfully help you reach your financial goals, I need to understand you, your needs and your concerns.

I am based in the beautiful Southern Oregon Rogue Valley and love servicing Grants Pass, Illinois Valley, Cave Junction, Rogue River and the surrounding areas. Confidential meetings can take place in your home, your work, or my offices in Grants Pass and Medford.

When I meet with you, I will get to know your financial goals and aspirations so we can formalize a comprehensive financial plan and customize your wealth management strategy.

I focus in servicing individuals, couples, families and institutions in a comfortable, supporting and caring manner.
Services Include
  • 401(k) Rollovers
  • Business Succession Planning1
  • Annuities2
  • Estate Planning Strategies3
  • Asset Management4
  • Long Term Care Insurance5
  • Endowments and Foundations6
  • Financial Planning7
  • Lending Products
  • Life Insurance8
  • Retirement Planning9
  • Wealth Management10
Securities Agent: AK, AZ, CA, ME, NC, OR, TX, VA, WA; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1268321
CA Insurance License #: 0E89402
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*
Who Am I?
I am a CERTIFIED FINANCIAL PLANNER™ and Financial Advisor who takes a holistic approach in considering your financial goals and am committed to the highest standards of ethical behavior and demonstrated integrity. I provide comprehensive financial planning and customized wealth management for individuals, couples, families, businesses and institutions.


What We Do Together

Help you work towards financial independence
Identify and seek to mitigate risk issues
Assist you in preparing for your family’s lifestyle needs
Assist with retirement plans
Coordinate with your tax and legal advisors to anticipate and plan for estate concerns
Provide access to lending services or recommend lending solutions, where appropriate.

Why I Chose a Wealth Advisory Career
My parents struggled hard for every dollar they had, but had no one to give them financial advice. Through uninformed choices, they passed away with nothing. I do not want that to happen to my family or my clients. I have always held the trust of my clients as sacred and I am committed to giving you honest and candid advice with complete integrity. Throughout my 30 years in this industry, my driven purpose has been to assist people, businesses and organizations achieve their financial objectives and lifestyle goals.


My Strategic Long - Term Vision
To create a formalized, activated and monitored comprehensive financial plan for every individual, couple, family, business and institution, while providing unwavering client advocacy and stewardship.


My Tactical Short - Term Mission
Implement a custom-tailored, leading-edge wealth management strategy designed to help you achieve your financial goals and objectives by seeking to minimize your risk and maximize your opportunities for financial and wealth planning success.



My Investment Philosophy

Work together with you to identify your goals, objectives, time horizon and risk tolerances
Design a plan that helps achieve your goals and objectives within your desired lifestyle
Utilize Single Managed Account institutional money managers, as appropriate.

The Value I Seek to Bring to our Relationship

Assist you to simplify and organize your financial affairs
Provide you with an opportunity to see your entire financial picture and understand your options
Give you advice that is completely objective, independent and transparent
Return back to you control of your financial destiny
Proactively monitor and report on your plan to help ensure its progress.

    Who am I 2

    My Investment Philosophy





    Work together with you to identify your goals, objectives, time horizon and risk tolerances





    Design a plan that helps achieve your goals and objectives within your desired lifestyle





    Utilize Single Managed Account institutional money managers, as appropriate.




    The Value I Seek to Bring to our Relationship





    Assist you to simplify and organize your financial affairs





    Provide you with an opportunity to see your entire financial picture and understand your options





    Give you advice that is completely objective, independent and transparent





    Return back to you control of your financial destiny





    Proactively monitor and report on your plan to help ensure its progress.

      My Biography

      Nelson Maler, as a Financial Advisor and Certified Financial Planner™ Practitioner, focuses on providing comprehensive financial planning and customized wealth management for individuals, couples, families, businesses and institutions so as to help his clients manage, preserve and grow their wealth consistent with their financial goals and objectives.

      He is based in beautiful Southern Oregon, and loves servicing Grants Pass, Illinois Valley, Cave Junction, Rogue River and the surrounding Rogue Valley areas.

      He is a 30 year veteran of the financial services industry with a CFP® designation, a Senior Investment Management Consultant designation, a Personal Financial Planning Certificate with distinction from U.C. Berkeley, an M.B.A. in Finance with honors from Golden Gate University, and a B.S. Magna Cum Laude from California Polytechnic State University in San Luis Obispo.

      Nelson currently serves as Past President of the Rotary Club of Grants Pass, is Past-Chair of the Josephine County / Grants Pass Chamber of Commerce Board. He is a Rotarian Advisor that serves on two Rotary District committees. He has served as past President of the Western Welcome Newcomers and past Chair of the Josephine County / Grants Pass Chamber of Commerce Finance Committee. He has also volunteered as a Coach for Special Olympics and for numerous other community boards and activities.

      Nelson has a 22 year old daughter who is a professional ballet dancer and a 19 year old special needs son who is very active in sports.

      Client Service Team

      • Lisa Campoy - Senior Registered Client Services Associate
        Email: Lisa.K.Campoy@MorganStanley.com
        tel: 541-618-6404
        fax: 541-773-1720

        Professional Details

        Series 7 - General Securities Representative
        Series 66 - Investment Advisor Representative
        Responsible for Day to Day Operations of the Team
        11 Years Experience in Financial Industry

      Location

      680 Biddle Rd
      Medford, OR 97504
      US
      Direct:
      (541) 618-6425(541) 618-6425
      Toll Free:
      (800) 547-1741(800) 547-1741
      Fax:
      (541) 773-1720(541) 773-1720

      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      6 Keys to Building a Startup

      6 Keys to Building a Startup

      Entrepreneurs share ideas and learnings from the experience of starting a company.

      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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      Ready to start a conversation? Contact Nelson R Maler today.
      Market Information Delayed 20 Minutes
      Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

      1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      2Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

      7Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

      Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

      Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

      The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


      CRC 2019752 10/2018