NFP’s Wealth Management advisors help individuals, families and business owners reach long-term objectives by creating tailored financial plans for saving, investing, retirement, estate planning and more.
Key services offered include:
- Integrated cash flow and financial planning
- Accumulation planning
- Income and distribution planning
- Coordination of financial affairs
- Strategic asset allocation
- Customized portfolio construction
Collaborative Financial Planning
Your financial journey is personal, and our fiduciary wealth advising team is here to guide you every step of the way. Every NFP wealth management advisor, backed by a team of specialists, looks beyond the numbers to build a deep understanding of your aspirations, helping to craft plan that reflects your life's goals through collaborative financial planning and analysis. Access tailored solutions across financial planning services, estate planning and more, ensuring your path forward is as unique as you are.
The team also guides high net worth families and business owners with multigenerational planning by offering comprehensive and objective advice on key business decisions, investment management and philanthropic aims.
Your Financial Success Is Our Mission
As your dedicated partner, our relationship doesn’t end with the creation of your financial plan. We are committed to providing you with ongoing support, guidance and adjustments as your life evolves.
Together, we’ll celebrate your successes and navigate challenges along the way. Let us partner with you on this journey to a secure and prosperous future.
Find an Advisor
Whether you need a certified financial planner, chartered life underwriter, chartered financial consultant or certified private wealth advisor, we have you covered.
Practice Leaders
Better solutions are closer than you think.
Reach out today to start a conversation about how we can work together to move you forward.
