Nettuno Wealth Management

Nettuno Wealth Management

Nettuno Wealth Management is a Georgia-based financial advisory group formed by independent advisors under a common marketing designation. The practice traces to at least 2003, when advisor James Roberts began his career in financial services. Roberts, a University of Georgia graduate and long-time Atlanta-area advisor, is the most prominently featured team member and has been named a Best Personal Wealth Manager by Atlanta Magazine fifteen times. The group runs a classic retail wealth playbook — financial planning, tax planning, retirement and education planning, estate planning, and multi-generation wealth transfer. Services target individuals, families, and foundations, with the firm's website emphasizing retirement income, college funding, and estate-tax planning as core pillars. On the qualified-plan side, the firm consults on plan design and administration for small businesses. Regulatory filings show the advisors sit under Cambridge Investment Research, Inc., a broker-dealer, and Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Client assets are held away at Pershing and Fidelity. Geographic coverage is national in reach — the website cites clients from Miami to Seattle — but the in-person presence appears concentrated in metro Atlanta, with a single office address on Crabapple Road in Milton. Nettuno's website highlights roughly $4.3 billion in aggregate client assets across its advisory team, but does not break out assets under management for the Nettuno designation specifically. The team listed comprises four financial advisors in Georgia — James Roberts, Dan Bisese, Bryan Scott, and Kenneth Nettuno — plus a relationship manager, Angela Holbrook. No institutional vehicles, proprietary funds, or adjacent philanthropic foundations are disclosed. The advisory model leans on Cambridge's in-house advanced planning unit, which provides product-agnostic support across estate, charitable, small business, and insurance planning. The firm's structure is its defining feature: it is not an independent RIA but a marketing label wrapping individual advisors under Cambridge's umbrella. This hybrid architecture — where advisors present as a cohesive wealth management brand but transact through a shared broker-dealer and hold client assets at third-party custodians — places Nettuno closer to an ensemble practice operating within a large independent broker-dealer than to a single-family office or institutional asset manager.