Wealth Planning

At NWK Group, we believe that a solid, long-term investment strategy that is tailored to the client’s unique situation is key to meeting their financial goals. We use a personalized approach to help determine an investment plan that suits each client’s needs. Throughout the many milestones of life, we will work hard to ensure that the client’s financial decisions are appropriately and realistically aligned with their financial aspirations. Over the long term, we'll manage clients’ assets with a strategy that aims to keep them on the right track to meeting their financial objectives.

Working with affluent individuals and families in San Francisco and the greater northern California area, we offer comprehensive wealth management services, including:

Retirement Planning

As retirement expectancies continue to increase, many people could spend up to one-third of their lives in retirement. Actively planning for retirement may be one of the most important choices someone makes. The goal of achieving a comfortable retirement requires some in-depth strategic planning and lifecycle management. By assessing a client’s current position and their future objectives, we seek to help them determine an appropriate investment path that may help them achieve their goals. 

Estate Planning

A common misconception is that estate planning is only for the wealthy as a way to save on taxes. However, a sound estate plan may be able to ensure an effective preservation and transfer of wealth. By developing an estate plan, a client can provide the liquidity their heirs need to settle estate taxes and minimize their financial burden. We can work with clients’ tax and legal representatives or provide referrals to help ensure that all aspects of a plan are met. 

Insurance Strategies

Regardless of how much time or money one spends building their investments, a single unfortunate event can quickly erode the value of that plan if there isn’t an appropriate insurance plan in place. At NWK Group, our services include essential insurance strategies to protect our clients’ financial futures and their loved ones. The strategy we develop can include several different components, such as whole or term life, long-term care, disability, or other types of coverage. We understand that our clients’ needs are unique and can help tailor a plan aimed to protect what is important to them. 

Concentrated and Restricted Stock Planning

Stock options, grants, corporate pension plans, and restricted and control stocks associated with Initial Public Offerings (IPOs) may present risk and possibly create unexpected liquidity challenges. We can help clients develop hedging strategies that aim to insulate their investments from market volatility, reducing risk while simultaneously allowing them to benefit from subsequent appreciation. Employee stock options represent a complex opportunity that requires careful planning. We can help clients review their options and develop a plan.