Financial Planning & Investment Advisory

NFP Firms offer sophisticated wealth management solutions for high net worth clients by identifying and providing access to best-in-class products and innovative investment strategies.

NFP Firms offer asset management, including alternative investment resources, and wealth and income planning to NFP Firm clients through our objective, open-architecture approach to product and service deployment and relationships with financial product manufacturers. 

Our technology, infrastructure, marketing, and intellectual capital resources support our advisors' ability to grow with clients by customizing their financial strategy over the life of the client relationship. 


Howard Sontag, Sontag Advisory, LLC
"Our clients appreciate our independence and the product selection that open architecture allows, and they appreciate the comprehensive support they receive by having one firm to help them integrate several issues and provide customized solutions."