12115 North Oracle Road
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: