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About Us

Your trusted financial advisors, providing objective, innovative solutions to organizations, individuals and families.

Client Centered

NWK Group is an independent investment advisory firm based in San Francisco, California. Founded in 2002, we work with individuals and families, as well as corporate and nonprofit institutions in the greater Northern California area, providing comprehensive wealth planning, portfolio management, and retirement advisory services. 

We believe your success determines our own. At NWK Group, we prioritize your financial planning needs by recommending and managing financial strategies that will help you achieve your most important goals and aspirations while making every effort to reduce your financial risk. We promise to listen and go the extra mile to work with you as we take an objective and experience-based approach to your financial objectives.

Through our two San Francisco divisions, our highly skilled team specializes in both individualized wealth and portfolio management as well as retirement plan management and fiduciary services for organizations.

NWK Retirement Advisors

NWK Retirement Advisors

We empower organizations with objective retirement plan and fiduciary management.

Learn more about this division.
NWK Capital Management

NWK Capital Management

We help families and individuals gain peace of mind through unique investment and wealth strategies.

Learn more about this division.