"Nelson Capital has gone out of its way to ensure that my financial future would be secure when my husband passed away. This relieved a huge burden. Brooks Nelson in particular stayed in frequent contact and supported me on many levels beyond my financial assets. His willingness to attend my husband’s Celebration of Life in San Diego was especially meaningful. I also appreciate the time Brooks took to return to San Diego to review my assets that were under Nelson Capital's control, and discuss the transfer of additional assets. My financial requirements moving forward were discussed and a plan of action put into place. Although the majority of my contacts with Nelson Capital were with Brooks, I know that there is a well organized team backing him up. I feel confident that if I had a need arise, and Brooks was not available, someone would be ready to step in and provide the assistance I might require. I also enjoy the video reports on current issues with the market, and how the portfolio reflects Nelson Capital's response to the issues."

"Steve Philpott has done an excellent job with our portfolio. His communication and strategy have been great for our portfolio and future. Thank you Steve and Nelson Capital!"