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
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Here's a breakdown of how the federal government spends your tax money.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Investors seeking world investments can choose between global and international funds. What's the difference?
There’s an alarming difference between perception and reality for current and future retirees.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
$1 million in a diversified portfolio could help finance part of your retirement.