A complete list of active advisors currently associated with NRG Wealth Management

Warmer can help you find a great advisor at NRG Wealth Management or one who fits your needs even better.

NRG Wealth Management serves individual and high-net-worth clients with ongoing discretionary portfolio management and modular financial guidance. Financial guidance is delivered through a Blueprint process that can include cash-flow and lifestyle exercises, Monte Carlo projections, net-worth summaries, asset-allocation recommendations, and an online portal for bespoke reports. The firm builds individualized Investment Policy Statements that document goals, time horizon, liquidity needs, tax constraints and unique circumstances, and it applies modern portfolio theory, quantitative analysis and a core-and-satellite approach to portfolio construction. Accounts are typically managed on a discretionary basis, with risk-tolerance information reviewed at least biennially and account reviews performed at least semiannually. NRG requires client accounts to be custodied at Altruist LLC or Shareholders Service Group and uses Altruist’s Model Marketplace and tax-management tools as part of portfolio implementation, with related platform fees potentially passed through to clients. The firm also routinely deducts advisory fees from custody accounts, does not vote client proxies, and offers a mix of asset-based, hourly and fixed-fee planning options alongside its portfolio management services.

To learn more about the advisors currently working at NRG 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.