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Wealth Management

Leading, independent financial advisors providing integrated wealth management services to the high net worth and mass affluent markets. 

NFP Wealth Management advisors offer sophisticated wealth management solutions for high net worth and mass affluent clients by providing access to a wide choice of services, products and innovative investment strategies. Their diverse expertise is supported by some of the industry’s most sophisticated investment analysis, tools and technology.

Our advisors adhere to a fiduciary standard of care that is of the highest level and operate with integrity and with clients’ best interests at the forefront. In addition, NFP Wealth Management offers significant value through scale, open architecture, substantial years of industry experience and a national presence.

Our Specialties

  • Wealth management
  • Financial planning
  • Portfolio reporting
  • Investment consulting
  • Research
  • Retirement planning

Who We Serve

  • Families and individuals
  • Corporate executives
  • Business owners
  • Financial institutions
  • Endowments, foundations and nonprofits
  • Corporate retirement plans

Wealth Management Offices

Beacon Financial Group

Principal: Stephen Engro
17300 Preston Rd., Ste. 120
Dallas, TX 75252
972-726-9888
sengro@beaconretirement.com

P&A Capital Advisors
Peyser & Alexander Management

Principals: David Alexander and Tony Peyser
500 Fifth Ave., Ste. 2700
New York, NY 10110
212-764-6455
dalexander@peyalex.com

Bernard R. Wolfe & Associates

Principals: Bernie Wolfe and Brad Glickman
5550 Friendship Blvd., Ste. 570
Chevy Chase, MD 20815
301-652-9677
bwolfe@wolfefinancial.com

Personal Capital Management

Principals: Gary Ambrose and Norman Dawidowicz
122 E. 42nd St., Ste. 1004
New York, NY 10168
212-972-0056
gambrose@pcmny.com

Compass Capital Management

Principal: Thomas Paron
2 Pomperaug Office Park, Ste. 301 and Ste. 205
Southbury, CT 06488
203-264-8282
tparon@ccm-ria.com

ProVise Management Group

Principals: Ray Ferrara, Kim Adams and Eric Ebbert
611 Druid Road E., Ste. 105
Clearwater, FL 33756
727-441-9022
ferrara@provise.com

Delessert Financial Services

Principals: Christopher Dalto,
Christiane Delessert and Peter Cowenhoven
230 Third Ave., Fifth Floor
Waltham, MA 02451
781-547-5589
cdalto@delessertfinancial.com

Retirement Investment Advisors

Principals: Joe Bowie and Randy Thurman
3001 United Founders Blvd., Ste. A
Oklahoma City, OK 73112
405-842-3443
joe@wealthtrac.com

DiMeo Schneider & Associates

Principals: Bob DiMeo, Mike Benoit,
Douglas Balsam, Matt Rice, Matthew Porter, Chad
Tischer and William Schneider
500 W. Madison St., Ste. 3855
Chicago, IL 60661
312-853-1000
bdimeo@dimeoschneider.com

Sontag Advisory

Principals: Howard Sontag, Donna Levy, Michael Delgass,
Martha Staniford and Craig Fasano
261 Madison Ave., 14th Floor
New York, NY 10016
212-973-1200
hsontag@sontagadvisory.com

FDR Financial Group

Principals: Jeffrey Blaze, Eric Mathes,
Jeff Solodkin and Leslie Zuckerman
4000 Hollywood Blvd., Ste. 495-S
Hollywood, FL 33021
954-961-5333
jblaze@nfp.com

Schmidt Financial Group

Principals: Glenda Schmidt, Ryan Schmidt
and Evan Schmidt
620 Kirkland Way, Ste. 205
Kirkland, WA 98033
425-893-9195
glenda@schmidtfinancialgroup.com

Michael G. Rudelson & Company

Principals: Michael Rudelson and Scott Spencer
414 Avondale St.
Houston, TX 77006
713-942-7117
mrudelson@rudelsoninvestments.com

Summit Financial Group

Principal: Blair Rogers
2201 Civic Circle, Ste. 401
Amarillo, TX 79109
806-242-3700
blair@sfgonline.com

Oklahoma Financial Center

Principal: Karen Cunningham
12436 St. Andrews Dr.
Oklahoma City, OK 73120
405-302-2900
k_cunningham@okfin.com
 

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