ALLOWING YOU TO DEFINE YOUR

LIVING LEGACY

Our PHilosophy

The industry
is built on

confusion.

Products. Commissions. Complexity. The financial world profits when you don’t fully understand what’s happening with your money

We profit when you do. Our fee-only model means we are compensated entirely by you – no kickbacks, no hidden agendas, no conflicts of interest. Ever.

01 – Independence

No broker-dealer. No corporate overlords.

We answer to our clients. Every recommendation is chosen because it’s right for you – not because someone is paying us to make it.

02 – Transparency

You always know exactly what you’re paying and why.

Flat fees. No percentage-of-assets surprises. No fine print. Just a clear agreement and a clear plan.

03 – Integration

Investments are one piece. We see the whole board.

Tax strategy, estate planning, insurance, cash flow – all woven into a single coherent plan that moves with your life.

04 – Continuity

Your plan isn’t a document. It’s a living system.

We monitor, recalibrate, and adapt – proactively, whenever something changes.

The Legacy compass

To engage in our financial planning process, what we refer to as the Legacy CompassTM. We provide you iwht the instrument that will assist you in discovering planning an protecting your legacy. There is no mystery to financial planning. What is simply required is taking a personal in-depth look at goals and deciding how you intend to achieve them. Our process ensures that your financial world is organized, easy to understand and always accessible to you. We accomplish this through our five step process:

INitial Breakthrough

Discuss the financial goals you want to prioritize and review the steps already taken to achieve them.

The DIscovery ANalysis

We present a snapshot of your current financial picture and compare it with your stated values, goals and objectives.

Mappng the journey

Layout custom designed options, based on your goals and ideas that will map the journey to achieve financial autonomy.

implementation

Once you have decided on the course, we can then employ the strategies and recommendations that will provide you with peace of mind.

Maintaining the legacy compass

We continually monitor your situation to ensure that you remain on track to work towards your goals.

OUR SERVICES

Our designs and strategies on wealth accumulation, wealth preservation, risk management, financial & estate planning are completely customized based on what you want and need. We take your ideas , add some ingenuity and develop a plan that is yours and yours alone. We take a proactive, not reactive approach to investing, risk management and planning.

Our designs and strategies on wealth accumulation, wealth preservation, risk management, financial & estate planning are completely customized based on what you want and need. We take your ideas , add some ingenuity and develop a plan that is yours and yours alone. We take a proactive, not reactive approach to investing, risk management and planning.

Investment Management
Risk management
Estate planning
business planning
FInancial planning

YOUR TEAM

NWP was founded on the belief that a financial services firm could and should deliver a deeper pledge to their clients. With an unwavering commitment to service, our experienced personnel help provide clients with the one-of-a-kind, comprehensive planning experience they deserve.

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cONTACT US

If you have any questions or would like to set up a complimentary consultation, please feel free to provide your information below:

    P.O. Box 8222
    225 Ridgewood Avenue
    Glen Ridge, NJ 07028-9998

    For inquiries or questions, email info@glenridgeca.org

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