At NWK Group, we seek to offer clients concierge service and objective guidance. Offering a number of different resources and services, our goal is to help them pursue their vision of financial success. Here are just a few benefits of working with us:
As an independent firm, we don’t have any conflicts of interest or quotas to meet. We have the freedom to develop the solutions we believe will benefit the client’s unique needs.
Our goal is to communicate with honesty and candor. We share both the good and the bad news in a timely manner and seek to keep our clients abreast of their portfolio’s performance and any needs for adjustments. Whether it’s by phone, email, via written monthly and quarterly reports, or during face-to-face meetings, we strive to remain in touch with our clients at all times.
Being a fiduciary requires sensitive and proactive management. Because of the many demands, not all advisors serve as fiduciaries. Several of our team members have received the Accredited Investment Fiduciary® (AIF®) designation and can therefore assist both individuals and institutions manage their investments, which may mitigate the investor’s liability. We implement a judicious process and can help our clients implement proper policies and procedures.
Our firm was founded more than 12 years ago and our team has more than 85 years of combined experience in the financial services industry. Over the years, our advisors have honed their abilities to provide knowledgeable advice and to develop strategies that are customized to address clients’ unique needs.
We believe our clients should understand their investments and how their wealth is being managed. We offer them a transparent fee structure and many have direct and immediate access to one of our team members who can help them and offer insight.