Pleasant Street Wealth Advisors

Pleasant Street Wealth Advisors

Founded in 2018 by Managing Partner Taylor A. Nissi and Partner Nordo M. Nissi III, Pleasant Street Wealth Advisors operates from a single office in White Plains, New York. The firm emerged as a tightly scoped advisory practice rather than a broad-market wealth manager, focusing its resources on three client verticals: high-achieving professionals optimizing peak earning years, individuals over 50 navigating retirement transitions, and business owners seeking tax-efficient wealth maximization. Taylor Nissi oversees investment strategy alongside Directors Alex Paul and Vinit Madan. The firm structures its service around a modular planning framework — retirement roadmaps, tax-minimization analysis, and investment management — delivered to a regional client base from its Westchester County location. Pleasant Street does not disclose a dedicated alternatives allocation or direct-investment program; the public-facing practice emphasizes tax planning and income optimization through standard advisory channels. The wealth advisor role held by Eric Farr uses a farther.com email domain, suggesting a technology or custodial relationship that shapes the firm's operational stack rather than a proprietary platform. The team lists eight professionals on its website, including Vice President Michael Flatley and Executive Assistant Penny Hawkins. Two Director-level investment strategy roles sit alongside the two Nissi partners, indicating a flat partnership structure with centralized portfolio oversight. The firm has not publicly disclosed total assets under advisement or a headcount-expansion timeline. Pleasant Street's architecture is a father-son partnership operating a focused advisory book from a single suburban office. This contrasts with roll-up RIA platforms or multi-city family-office hybrids: the Nissis run a practice built on direct-client relationships within three defined demographic funnels. Succession is implicitly addressed through the dual-generation ownership structure, though the firm has not published a formal continuity plan or external capital arrangement.