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NWK Group - San Francisco, CA

Call Us: (415) 362-0122

 
Active Portfolio Management Fiduciary Care Unbiased Guidance Disciplined Investment Strategy

Wealth Planning


Comprehensive wealth planning services for affluent individuals and families.

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Institutional Services


Consulting services for corporate businesses and non-profit institutions.

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Portfolio Management


Focused, active management through a disciplined investment strategy.

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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.

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Helpful Content

Global vs. International: What’s The Difference?

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

 

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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