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: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm's internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers' future performance. For more information please visit www.fivestarprofessional.com.