# Pleasant Street Wealth Advisors

Pleasant Street Wealth Advisors is a Bank / Wealth / Trust based in White Plains, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** White Plains, United States
- **Region:** North America
- **Address:** 17 Gedney Circle, White Plains, NY 10605, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** pleasantstreetwealth.com
- **LinkedIn:** https://www.linkedin.com/company/pleasant-street-wealth-advisors

## Regulatory record

- **Reports private funds:** No

## About

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. The team lists eight professionals on its website, including Vice President Michael Flatley and Executive Assistant Penny Hawkins. 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.

## Sectors

- Financial Services

## People

- Taylor A. Nissi — Managing Partner
- Nordo M. Nissi III — Partner
- Alex Paul — Director Investment Strategy
- Vinit Madan — Director Investment Strategy
- Eric Farr — Wealth Advisor
- Michael Flatley — Vice President
- Penny Hawkins — Executive Assistant

## Questions

### Who runs investment decisions at Pleasant Street Wealth Advisors?

Managing Partner Taylor A. Nissi leads the firm's investment posture, supported by two Directors of Investment Strategy: Alex Paul and Vinit Madan. The structure centralizes portfolio decisions within the partnership rather than delegating to a separate investment committee. Nordo M. Nissi III operates as Partner, contributing to firm direction and client relationships.

### How does Pleasant Street Wealth Advisors source its clients?

The firm targets three demographic channels: high-achieving professionals seeking tax optimization, individuals over 50 planning retirement income, and business owners aiming to build and preserve wealth. Its prospecting process is designed to deliver immediate value during initial conversations, independent of whether a prospect becomes a client, according to Taylor Nissi.

### Does Pleasant Street disclose its assets under advisement?

No. The firm has not publicly reported assets under management or advisement. Without a disclosed AUM figure or regulatory filing that provides a clear asset total, the scale of the practice remains private.

## Related profiles

- [Pleasant Lake Partners](https://altss.com/profile/pleasant-lake-partners)
- [Pledge Ventures](https://altss.com/profile/pledge-ventures)

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Last updated: 2026-08-11T02:43:31.692Z

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