About Us
At NRG Wealth Management, 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.
As a fee-only SEC Registered Investment Advisory firm, we act in a fiduciary roll for our clients across ALL lines of advice. We are paid only by our clients, not by Wall Street and never by commission.
What is a CERTIFIED FINANCIAL PLANNER™ professional?
In order to continue providing our exceptional level of service to existing clients, we accept a limited number of new clients each year. Those benefiting most from our services are retirees and pre-retirees with the following attributes:
- Focus on quality of life.
- Seek a distinct, relationship-based wealth management experience.
- Achieved success in various aspects of their personal and professional lives.
- Investable assets in excess of $1,000,000.
- We promise to be respectful, thoughtful, and transparent in all our dealings.
- Without question, we will always put our clients’ wealth management needs above our own.
- Our decisions are based on a clear understanding of our clients’ values and financial objectives.
- We will respond in a timely manner to all client questions and address our clients’ concerns as if they were our own, because they are.
- We have a genuine passion to serve our clients in unexpected ways.
- We diligently seek to exceed our clients’ expectations and provide excellence in all that we do.
Jack Davis, MS, CFP®
Founder & CEO
Stefanie Morgan, CFP®
Wealth Manager
Monica Salazar
Director of Client Relations
Sarah Jones Meeker
Executive Assistant
Peter Fugger
Associate Wealth Advisor