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Dream.


We are in the business of helping you achieve your financial goals and pursue your dreams. Starting with our introductory meetings, we focus on learning about you.


Dream
Plan.


In exploring your values, goals, and objectives, we will design a plan that assesses your financial situation, from net worth to cash flow needs, to risk tolerance and family commitments. 

Plan
Execute.


Our experienced team will collaborate with you in defining your goals, designing a plan, and developing an effective course for protecting your future. 



Execute

Working With Us

At NRG Wealth Management, we are proud to be a privately-owned, fee-only, independent wealth management firm.  As an SEC Registered Investment Advisory firm, we are fiduciaries, dedicated to bringing clarity and fulfillment to the lives and financial matters of our clients.

Our Services

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