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About Us

At the heart of our business, we believe that effective wealth management should inspire confidence, not confusion. While developing individualized investment portfolios and financial plans, we focus on enhancing our clients’ understanding of how their strategies will align with their goals and objectives. Knowledge is power, and we recognize that informed investors are confident clients. As an SEC Registered Investment Advisory firm, we are  dedicated to a wealth management process that helps ensure our clients’ questions, concerns, and evolving needs will be met with accountability, transparency, and collaboration.

Our Approach

Investing can be emotional. That is why at NRG Wealth Management, we believe financial planning starts with understanding. We go beyond conventional investing to incorporate a comprehensive wealth management strategy that can encompass our client’s whole life. We recognize true wealth management is the coordination of goals and dreams with customized, long-term financial solutions. Our wealth management team is led by CERTIFIED FINANCIAL PLANNER™ 
professionals who are dedicated to aligning each of these elements and strengthening the core of our clients’ lives.

Our Team

We unite our individual expertise to form a dynamic collective that is motivated by the financial success and well-being of our clients.