Baldwinsville, NY Office

National Wealth Management Group (NWMG) provides fee-based investment advisory and financial planning services primarily to individuals — including high net worth clients — and to retirement plans. The firm offers portfolio management (discretionary and non-discretionary), comprehensive financial planning, retirement plan consulting and participant education, estate-plan coordination, and hourly or retainer consulting engagements.

NWMG’s investment approach is generally long-term and tailored to each client, with defined objective-based strategies ranging from capital preservation to speculative growth; implementation may include mutual funds, ETFs, individual equities and bonds, options, tax-loss harvesting and periodic rebalancing. Services are delivered through a network of investment adviser representatives and multiple program platforms (including the firm’s Strategic Wealth Management program and several LPL-, Schwab- and First Clearing-sponsored programs), and clients can choose wrap or non-wrap account structures.

Compared with many similarly sized advisory teams, NWMG has an atypically multi-office footprint and a formal affiliation with an accounting firm, which creates reciprocal referral activity and combined service offerings for tax and advisory needs that the firm discloses. The firm also sponsors a wrap-fee program, works with multiple custodians (including newer digital custody options), and conducts educational workshops and retirement-plan participant meetings as part of its consulting services — features that distinguish its service mix and create additional disclosure and conflict-of-interest considerations.