At NGC Wealth, our financial planning and wealth management process is rooted in a fiduciary-first approach. Our goal is to relieve financial anxiety and improve lives by providing transparent, trustworthy and personalized financial advice and build longstanding client relationships.
Take a look at our process.
We conduct a comprehensive and holistic analysis of your unique circumstances to determine the best strategies for you to reach your desired goals. We spend time understanding your current financial situation and where you desire to be. Before we meet, you’ll receive a pre-meeting checklist, so you can feel prepared, knowing what information we need to evaluate your case. Then, we “paint the picture” by learning what is important to you by discussing both short-term goals (1-3 years) and your life goals.
When exploring your financial history, we aim to bring clarity to your financial situation and the various options available to you. Our approach involves a thorough analysis of your financial resources, covering areas such as asset protection, investment strategies, tax considerations, philanthropic goals, and estate and multi-generational wealth planning. We prioritize your financial satisfaction, considering both your current financial status and future transitions. Through this integrated approach, we strive to help you achieve financial well-being while honoring your individual goals.
We develop and review your comprehensive and personalized financial plan to identify the steps you need to implement each year to achieve your goals. We lay the groundwork and strategies, so you can reach your desired ambitions.
Once your plan is set in motion, we know that your life will continue to change. We continually monitor the progress of your strategy and discuss and implement any changes that reflect your life. We provide ongoing support to prepare you for upcoming life changes and advocate for your financial independence and confidence.
Wealth management should be done in comfort with someone you trust. You shouldn’t be left in the dark when it comes to your financial future. As a champion of ethical excellence, NGC uses a boutique-like service model built on integrity, empathy, and reliability that puts the client first. That’s why at NGC Wealth, we proudly enforce a code of ethics that is reviewed, accepted and signed by each NGC Wealth employee yearly to reinforce our commitment to practicing the highest ethical standards in all we do.
We’re committed to educating and guiding clients in their journey to establishing a legacy for their wealth. We understand their goals, risk tolerance, and aspirations, and create bespoke plans that meet their needs and exceed their expectations. Giving them the confidence that their wealth will be intact for generations.
Take the first step toward a stronger financial future by connecting with NGC Wealth today. Whether your needs are straightforward or highly complex, our team is here to listen, understand and design strategies tailored to your unique goals.
Explore our services and schedule a consultation today to start building your legacy to leave behind.
