A complete list of active advisors currently associated with NJK Wealth Management
Warmer can help you find a great advisor at NJK Wealth Management or one who fits your needs even better.
NJK Wealth Management operates as an investment manager offering discretionary portfolio management and standalone financial planning to a range of client types, including individuals, high‑net‑worth individuals, charitable organizations, and business entities. Although the firm describes these services in its Form ADV, it currently reports no assets under management and no client accounts. The firm documents client objectives in an Investment Policy Statement, seeks discretionary trading authority, and employs fundamental analysis, modern portfolio theory and quantitative methods with a long‑term trading orientation. Advice is generally limited to a defined set of instruments—mutual funds, fixed income, ETFs, real estate funds/REITs, venture capital funds and private placements—and the firm charges asset‑based advisory fees alongside fixed‑fee financial planning engagements. Distinctive aspects disclosed in the brochure include a principal‑owner affiliation with a thematic private equity firm focused on scaling family‑friendly businesses and community‑centered real estate, and an explicit readiness to use private placements and venture capital exposure, which is less common for managers in pooled/institutional categories. The firm also requires use of a specified institutional custodian and discloses potential receipt of research or other "soft dollar" benefits from custodians, factors that can influence broker selection.
To learn more about the advisors currently working at NJK Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fairfield, CT
| 8
|
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