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Mission & Values

Our Mission

At NWK Group, our mission is to help individuals and families, as well as organizations, fulfill their unique financial goals through objective, informed investment and retirement plan oversight and management.

For our Retirement Advisors division, that means:

Empowering organizations to focus on their mission while taking care of their employees' futures.

NWK Retirement Advisors, a division of NWK Group, helps protect the fiduciary interests and financial goals of progressive organizations by providing expert, unbiased retirement plan guidance and best practices, as well as resources for employees.

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For our Capital Management division, that means:

Helping families and individuals gain peace of mind through tailored investment and wealth strategies.

NWK Capital Management, a division of NWK Group, helps clients gain the peace of mind that comes from disciplined, individualized investment strategies and comprehensive  wealth planning.

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Our Values

While we pride ourselves on our experienced, independent, objective advising, our disciplined  investment approach, and our responsiveness to the needs of our clients, we know that what truly sets our firm apart is our commitment to:

  • Integrity: We’re dedicated to providing the best advice to achieve your goals.
  • Adaptability: Life changes. We get it. We’re on your team even if your investment or retirement goals change.
  • Results: Your success determines our own. And we act accordingly to deliver.