At NGC Wealth, we recognize that business owners and executives have unique financial responsibilities that may require the help of an experienced financial advisor. Our advisors specialize in wealth management for business owners and wealth management for executives, delivering strategies that protect assets, optimize growth and align your financial future with your career and business goals.
High-level executives carry a heavy weight of responsibilities, and often, devising a plan for the future is not always a part of the day-to-day. Let NGC Wealth help. Our team serves as your dedicated executive financial advisor, helping you navigate fiduciary responsibilities like exploring compensation packages, stock options, retirement plans and long-term wealth strategies. As your executive financial planner, we guide you to:
At NGC Wealth, we believe a strong financial future begins with a strong relationship. That’s why we encourage in-person meetings, whether in our offices in Minneapolis, at your home, or a public setting, we’re happy to discuss your personal concerns and goals with you and anyone else from your team that you would like present. We also offer the convenience of Zoom if you prefer to meet virtually.
From there, we create a one-time comprehensive financial plan tailored to your unique goals and aspirations. Unlike other firms, we don’t charge you repeatedly for planning. Instead, your single fee covers a plan designed to grow and evolve with you. We continually refine and update your plan to align with your evolving circumstances, keeping it relevant to both your present reality and future business aspirations. With our holistic approach to wealth management, your plan will always reflect your values, priorities and long-term vision.
Our advisors go beyond traditional financial planning. We act as a partner in your financial journey, offering education, generational wealth expertise and strategic consulting. With decades of combined experience in wealth management for business owners and executives, we’re committed to helping you navigate financial complexities with confidence.
Contact us today to schedule a consultation. We look forward to discussing your needs and goals.
