Families & Individuals

Wealth Management for Families and Individuals

Taking the step to start financially planning for your future is a huge undertaking; one that involves not only you, but also your loved ones. At NGC Wealth, we understand that financial goals look different for every person and every family. That’s why our advisors provide tailored family wealth management solutions. Since any situation can change at a moment’s notice, our strategy involves creating a plan that grows with you. Whether you’re building wealth, planning for education, preparing for retirement, or securing your legacy, we’re here to help you make confident financial decisions.

Boutique Wealth Built Around You

For us, wealth management is more than numbers; it’s about protecting legacies, honoring values and empowering future generations. From creating a savings strategy to managing investments and mitigating risks, our family wealth management advisors build a personalized plan that helps you:

Establish and protect your financial foundation
Maximize growth opportunities through smart investing
Plan for major life events like buying a home or starting a business
Manage risks with the right insurance and protection strategies
Align short-term decisions with long-term financial goals

How We Meet

At NGC Wealth, we believe building your financial future starts with a strong relationship. That’s why we encourage in-person meetings, whether at our office, in your home, or a public setting, we’re happy to discuss your personal concerns and goals with you and anyone else from your family 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 goals. 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 refresh and revise your plan, keeping a close eye on it so it always reflects your current circumstances and future aspirations. With a holistic approach to family wealth management, NGC Wealth ensures your plan reflects your family’s values, priorities and vision for the future.

Why NGC Wealth?

Our advisors are more than financial planners; we’re a life partner for your financial education, generational wealth expertise and consulting. With decades of combined experience in wealth management for individuals and families, we’re committed to helping you navigate financial complexity with confidence.

Wealth Management for Families and Individuals

Boutique Wealth Built Around You

How We Meet

Why NGC Wealth?

Our Goal Is To Help You Reach Yours