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Our Clients

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 our 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 $2,000,000.


Our Client Commitment

We believe working with our clients is a privilege, not a right, and as such we state the following:

  • 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.