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 and families. Working with an expert team of specialists, we help our clients explore the unique opportunities and challenges presented by the shifting legal landscape in addressing their financial affairs and life/estate planning options.
Our clients, both gay and straight, are successful professionals and retirees, many of whom do not have sufficient time, interest, or inclination to tend to their financial goals and recognize that they need professional guidance. We utilize a wealth management consultative process, seeking to work with clients for whom we can add extraordinary value. We manage customized investment portfolios for clients with $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.