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
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
How long does a $20 bill last?
Ascertaining the value of your business is important for a variety of reasons.
A change in your mindset during retirement may drive changes to your portfolio.
An increasing number have been developed to help individuals with their personal finances.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are three things to consider before dipping into retirement savings to pay for college.
Do you have causes that you want to support with donations? Here are three tips.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Here are five facts about Social Security that might surprise you.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”