NPB Wealth Management is an independent wealth management firm that oversees the financial affairs for a select group of clients specializing in the unique issues affecting same-sex couples. We help our clients explore the opportunities and options in addressing their financial affairs and retirement planning options.
Our clients, both gay and straight, come to us for help in putting all the pieces of their financial life together. Many recognize they need professional guidance as they approach retirement and are making the shift from accumulation to distribution planning. Prospective clients frequently face a dizzying array of accounts, tax considerations, and income decisions. We may not know what the future will bring, but we do know how to ask the right questions, listen, and present options that make sense given the client's particular situation and risk tolerance. We work with our clients to implement, manage and monitor personalized plans. We work with clients that have $1 million or more of investable assets.
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If you're not currently acquainted with our firm, we've established this website as a way for you to get to know us and understand how we can help you achieve the financial confidence that comes from making smart financial decisions. Contact us today to schedule an appointment.
Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,729 New York wealth managers were considered for the award; 212 (8 percent of the award candidates) were named 2015 Five Star Wealth Managers.(The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.