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 role 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?
At NRG, we serve as the trusted financial advisor and primary advocate for a remarkable clientele. We have a strong foundation in our community with a focus on wealth management and estate planning for high-net-worth, successful, goal-oriented retirees and pre-retirees. We are here to provide our clients with peace of mind and to help them invest with confidence, achieve their objectives, and live a balanced, fulfilling retirement.
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:
We believe working with our clients is a privilege, not a right, and as such we state the following:
We unite our individual expertise to form a dynamic collective that is motivated by the financial success and well-being of our clients.
Founder & CEO
Director of Client Relations
Client Service Associate