True financial planning provides the means to unify all aspects of one’s financial life. While providing an overview of the big picture, our wealth advisors develop comprehensive strategies that allow our clients to make confident financial decisions. Though one-size fits all strategies may be the common approach, we specialize in tailoring plans to fit our client’s current situation while providing a foundation for future growth. From asset accumulation and retention strategies to asset distribution, tax and estate planning and insurance solutions, we strive to help promote our client’s total financial independence.

We are dedicated to constructing and managing investment portfolios with the highest level of integrity and service. As a defining feature of NRG, our wealth management strategies incorporate analytical processes to fully understand client priorities. From identifying short and long-term objectives, to assessing resources and risk tolerance levels, we strive to first gain a deep appreciation for every aspect of our client’s situation before offering our recommendations. While we endeavor to provide the best investment strategies, our clients will always make the final decisions. 

As an independent advisor, we draw upon a broad investment universe to deliver the most effective investment plans. While providing clients with direct access to top-tier investments, our asset allocation strategies also integrate growth stock funds, bond investments, international stocks, and alternative investments.

Since our inception in 2003, we have helped our clients transition through all stages of their retirement. By looking at the whole picture of their life, we can develop a tailor made plan of action that evaluates pensions, 401(k) plans, savings, stock options, deferred compensation, and other assets to structure a reliable income stream for the future. Whether they are currently retired or in the planning stages of retirement, we can help create an investment plan that exceeds our client’s long-term goals.

Comprehensive estate planning exceeds retirement and the transferring of wealth. With  NRG, our clients have confidence that their assets will reach the people and places they hold dear. By incorporating their most cherished values, our strategic plans help ensure estate plans fulfill goals well beyond a lifetime and establish a financial tradition across generations. To promote our client’s continued success, we coordinate with tax and legal professionals to integrate all areas of their financial plan. When our client’s  needs evolve and their circumstances change, our strategies will adapt with ease. Through the establishment of legacies, trusts, and foundations, we can also develop  philanthropic strategies to maximize the longevity of our client’s charitable giving.