Our Firm

Independent Investment Advisors Providing Objective Advice

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

Led by an experienced team with more than 85 years of combined experience in the financial services industry, NWK Group is dedicated to developing innovative and dynamic strategies for their clients. As a results-oriented firm that enjoys the challenges of problem-solving, our goal is to help our clients address their financial concerns and pursue their goals. We work closely with our clients and strive to make ourselves available to them at all times, whether it’s in-person for a meeting or by phone to answer a question. 

We pride ourselves on our independence, discipline, and responsiveness and we believe our clients benefit from our commitment to these values for several reasons: 

• Independence: Our investment decisions are driven by objective thinking. As independent advisors, we don’t have any conflicts of interest. 
• Discipline: Our rigorous investment management approach is designed to deliver consistent returns and protection of principal. 
• Responsiveness: Our constant focus is on the individual circumstances, needs, and goals of our clients. We are committed to always providing honest advice and ongoing open communication. 

Whether we’re working with institutions to implement retirement benefit plans or helping affluent families manage their wealth, we seek to serve as our clients’ trusted advisor.