Bringing Confidence to Your Investment Planning
We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.
Michael C. Nothman
- CFP
- Managing Director
- PIM Portfolio Manager
Michael C. Nothman
- CFP
- Managing Director
- PIM Portfolio Manager
As a Managing Director at Nothman Wealth Management of Bridgepoint Wealth Partners, Michael Nothman takes pride in helping his clients achieve their individual financial goals. An industry veteran with a holistic style and steady hand, Michael has felt privileged to work with generations of families on their investment, retirement, and wealth transfer plans. One of his core beliefs is that creating and implementing a plan for the future helps the families he works with to navigate both life & market changes as they occur. Having weathered multiple stock and bond market cycles, Michael imparts a historical perspective when helping steer clients through periods of volatility.
Michael started his nearly 20 year career at Wachovia Securities before it became a part of Wells Fargo Advisors, where was recognized on the Wells Fargo Advisors Platinum Council from 2011 – 2023*. In 2005 he partnered with his late father, Jerry Nothman, to form the Nothman Wealth Management Group, which gave them the flexibility to create a culture of serving clients while maintaining access to Wells Fargo Advisor’s vast network of resources. To reinforce his focus on planning, Michael earned the CERTIFIED FINANCIAL PLANNER® designation in 2008. A financial advisor with their CFP® certification has demonstrated extensive knowledge and skill in analyzing and developing personal, long-term financial strategies for clients. To receive the CFP® certification Michael had to meet education, examination, experience, and ethics requirements.
Giving back is important to Michael, which is why he’s helped donate thousands of winter coats to the children in Chicago public elementary schools through his work with the annual Wells Fargo Coats for Kids drive. He and his wife, Shay, live in Chicago with their 3 children - who keep him booked solid on the weekends with soccer and baseball games. When the family does get some free time, they enjoy cooking together, simply recharging, or taking ski trips.
*The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
CA Insurance License #0D84713 Resident State IL
Michael started his nearly 20 year career at Wachovia Securities before it became a part of Wells Fargo Advisors, where was recognized on the Wells Fargo Advisors Platinum Council from 2011 – 2023*. In 2005 he partnered with his late father, Jerry Nothman, to form the Nothman Wealth Management Group, which gave them the flexibility to create a culture of serving clients while maintaining access to Wells Fargo Advisor’s vast network of resources. To reinforce his focus on planning, Michael earned the CERTIFIED FINANCIAL PLANNER® designation in 2008. A financial advisor with their CFP® certification has demonstrated extensive knowledge and skill in analyzing and developing personal, long-term financial strategies for clients. To receive the CFP® certification Michael had to meet education, examination, experience, and ethics requirements.
Giving back is important to Michael, which is why he’s helped donate thousands of winter coats to the children in Chicago public elementary schools through his work with the annual Wells Fargo Coats for Kids drive. He and his wife, Shay, live in Chicago with their 3 children - who keep him booked solid on the weekends with soccer and baseball games. When the family does get some free time, they enjoy cooking together, simply recharging, or taking ski trips.
*The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
CA Insurance License #0D84713 Resident State IL
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David Helverson
- CRPC
- Managing Director
David Helverson
- CRPC
- Managing Director
For over 30 years, David has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, David has dedicated his career to delivering the personalized investment planning services his clients deserve.
David began his career as a Financial Advisor in 1986 with Prudential-Bache Securities, a predecessor firm of Wells Fargo Advisors, where he developed his fundamental investment knowledge. David received a BS degree in Marketing from the University of Illinois and an MBA degree from Loyola University of Chicago. Before joining Prudential-Bache, David worked for several years as an Account Manager with National Steel Corporation.
In 2010, David earned the Chartered Retirement Planning CounselorSM certification by completing approved educational programs, passing rigorous examinations and meeting stringent experience requirements.
Away from the office, David has been a board member of The Jazz Institute of Chicago since 2012 and currently serves as President of the Board of Directors. David also served on the Board of Directors of The Center on Halsted from 1998 to 2008 and again from 2013 to 2019.
David also enjoys golf, literature, gardening and music, especially the piano.
CA Insurance License #OD41424 Resident State IL
David began his career as a Financial Advisor in 1986 with Prudential-Bache Securities, a predecessor firm of Wells Fargo Advisors, where he developed his fundamental investment knowledge. David received a BS degree in Marketing from the University of Illinois and an MBA degree from Loyola University of Chicago. Before joining Prudential-Bache, David worked for several years as an Account Manager with National Steel Corporation.
In 2010, David earned the Chartered Retirement Planning CounselorSM certification by completing approved educational programs, passing rigorous examinations and meeting stringent experience requirements.
Away from the office, David has been a board member of The Jazz Institute of Chicago since 2012 and currently serves as President of the Board of Directors. David also served on the Board of Directors of The Center on Halsted from 1998 to 2008 and again from 2013 to 2019.
David also enjoys golf, literature, gardening and music, especially the piano.
CA Insurance License #OD41424 Resident State IL
Contact
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