Personalized Financial Planning

Personal Finance Management Made Simple

NGC Wealth offers personal financial planning services for high-net-worth individuals, business owners, retirees and more. We transform financial complexity into clarity with a personalized, trust-based approach. Our mission is to break barriers and design wealth strategies that build your family’s future for generations.

What You Get With NGC Wealth’s Personal Financial Planning Services

Holistic Financial Planning

Our advisors take a comprehensive approach to managing your net worth, cash flow, risk exposure and overall financial strategy. We tailor plans to suit your needs, not the other way around. At NGC Wealth, we empower you to rise above your financial expectations, setting you up for generational success.

Goal-Oriented Financial Strategies

Your personal goals matter. We work diligently to build your financial plan around your short- and long-term priorities that matter most to you. Through deep, trust‑based partnerships, we uncover your biggest dreams, your comfort zones and the legacy you long to leave behind.

Tax & Estate Planning

An NGC Wealth personal financial advisor will help you thoroughly understand tax laws to minimize tax liabilities and incorporate tax considerations into your financial planning strategies. Beyond today, we help prepare for tomorrow through comprehensive tax and estate planning that protects your legacy and supports your family’s well-being for generations to come.

Cash Flow & Budgeting

Work closely with a financial planning advisor to understand your income and expenses clearly and create a spending plan that supports your lifestyle and goals. We empower families to achieve clarity, confidence and next-gen prosperity.

Investment Planning

At NGC Wealth, we focus on helping clients choose and manage appropriate investments based on their financial goals and risk tolerance. The close-knit relationships we form help us gain a deep understanding of your unique goals and life aspirations, helping you make informed decisions about your financial future.

Breaking Barriers, Building Legacies.

NGC Wealth Code of Ethics

60+ Years of Combined Experience

Experts in Multigenerational Wealth Management

Integrity Isn’t Optional.
It’s Our Baseline.

NGC Global Wealth Management Inc. proudly enforces 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.

No Ceilings.
No Limits.

Our personal finance management solutions in Minneapolis involve understanding all aspects of your financial future, from our first consultation with you, to meeting with other family members or relatives you want involved in your plan.

Every plan begins with a conversation. Whether we meet in person in your home, at our offices, or over Zoom, we’re here to connect with you to discuss what brought you to us, what you’re looking for, what challenges you’re facing and how quickly you need support. Your goals and concerns are heard from day one.

After our initial discussion, we’ll build a comprehensive, financial plan that’s designed to evolve with you, and we’re here to revisit and refine it as life changes. If you’re interested in starting a conversation, get in touch with us. We’d love to hear how we can help.