Overview

NWM is an SEC Registered Investment Advisory Firm, which provides High Net Worth Individuals and families with comprehensive Financial Planning and Wealth Management services. In addition, our firm provides advisory services to pension, profit sharing, and 401(K) plans. Services include selection of investment vehicles, monitoring of investment performance, and plan participant communications. We would be interested in speaking with advisors looking to either merge or principles looking to monetize their firm.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...