Comprehensive wealth planning services for affluent individuals and families.Learn More
Consulting services for corporate businesses and non-profit institutions.Learn More
Focused, active management through a disciplined investment strategy.Learn More
Trusted Advisors Serving Individuals and Institutions
At NWK Group, we understand the market complexities today’s investors face. Without objective guidance from a trusted advisor, it may be difficult to feel confident in your investment decisions. Since 2002, we have provided customized solutions and unbiased guidance to our clients with the goal of helping them navigate the complexities of the markets and address their financial concerns.
Based in San Francisco, we work with a diverse and select group of clients throughout the Bay area, including corporate and nonprofit institutions and affluent individuals and families. Our clients are not only diverse, but have unique needs. Offering comprehensive wealth planning, portfolio management, and institutional services, we develop customized portfolios and strategies that align with each client’s individual objectives. Through a rigorous investment management approach and a consultative process, we work closely with clients to not only create solutions, but to implement and monitor them on an ongoing basis. Contact us to learn more about how we can help you or your business pursue your financial goals.Contact Us
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Taking regular, periodic withdrawals during retirement can be quite problematic.
A quick look at how federal income taxes work.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
For homeowners who think their property taxes are too high, there are ways to appeal.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
How do the markets usually react to elections? Was the 2016 election any different?
Understanding the cycle of investing may help you avoid easy pitfalls.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.