Money with Meaning

At NWMG, we believe money represents your productivity, and with our dedicated advisors, we offer engaging financial education to help you invest your time wisely in the pursuit of knowledge.

Secure, smart, and reliable financial advisors.

Planning & Advocacy

You don’t have to be a spreadsheet wizard to prepare for your future, we make it easy. Using the latest software and data, we can work with you from anywhere to help you navigate the winding roads of life. While predicting the future is impossible, preparing for one makes anything possible.

Asset Management

As an independent Registered Investment Advisor, NWMG offers customized portfolio management as part of your total money ensemble. We believe the right portfolio for you is the one you will stick with, designing and implementing your strategy under a fiduciary standard of care.

Money Education

Discovering and vetting investment opportunities, dialing in on appropriate risks, and interpreting complex legal and tax codes do not come naturally. It’s important to understand the why’s and how’s without being inundated by extraneous information. There’s no replacement for human- to- human exchange.

Time Optimization

Time is the most finite resource you possess. No amount of money can purchase more of it, yet it is said that time is money. Discover how you can unlock more of your life to redeploy in productive endeavors. DIY is more expensive when you consider the actual currency being traded: time. processes for plan success.

Choose your ideal financial plan.

Planning Only

Perfect for individuals or small businesses getting started.

$249

/month

Complete (Most Popular)

For individuals seeking a holistic wealth management relationship

0.5% - 1.5%

/annual account service cost

The Money Alchemist Podcast

Join two dudes, Ben and Brent, to discuss current market events and savvy financial strategies to build wealth consistently over time.

About NWMG

In a world crowded by signal, it’s important to know what should be tuned in and what can be ignored. Diligence requires quick and accurate interpretation of data with a thoughtful response.

Your life is busy and your situation is unique. A templated, low-investment solution may save time but may not bring about the desired outcome, and could prove more costly than inaction. Quality demands informed attention. Either yours or a professional’s you trust.

NWMG is a network of experienced boutique wealth planning offices, each with a unique planning focus, backgrounds and service models. We do this because we understand that there is no one solution that works for everyone. We also understand that you demand and deserve excellence.

Take the quiz below and find out if any of our advice teams fits your needs.

Financial Q & A

Money is complicated and it is challenging to find a trustworthy source of information that favors your interests. This is why we maintain an open book philosophy. If the question you have is not here, please contact us.

If I invest with your company, where is my money?

NWMG is a multi-custodial Registered Investment Advisor. Our advisors are able to recommend a variety of major custodians such as Charles Schwab and LPL Financial. Most NWMG clients have their investments held at Charles Schwab. NWMG does not custody client funds.

What does it cost me to schedule an initial meeting?

There are no fees for the first meeting. The objective is to determine how we can best serve you under any of our service arrangements. Actionable advice is sometimes provided as a courtesy; however, the initial meeting is intended to assess mutual fit.

What if I’m not local. How would I meet with you?

Our advisors are able to meet with you online using most virtual meeting software. While in-person meetings may occasionally still be possible, these are exceptional in nature. Most of our client interactions are actually conducted by email, phone, and text message!

How do I set up an account and how long does it take?

Because we act on your behalf as fiduciaries, we need to lay the groundwork and set expectations before setting up an account. While it is possible to set up your account in minutes, establishing your long-term investment plan should be thoughtfully done. You start the process by choosing your advisor or contacting us.

I see the AUM fee under the complete service tier. What does that mean?

We charge a fee if we are proactively managing your money within one of our custodial services (i.e. Charles Schwab). While the stated amounts are annualized rates, management costs are deducted monthly based on your end-of-month account balance.

How do I pay for financial planning or hourly consulting fees?

All consulting and financial planning services are included in the Complete service model, with fees being deducted directly from the preferred investment account. Planning Only and Hourly fees can be paid either by check, ACH direct debit or through any major credit card. Cash or money orders are not accepted.

What happens if my needs change and the service I selected no longer fits my needs?

All service plans are interchangeable or cancelable without a fee or penalty. You are even able to maintain your account(s) through the custodian under a retail service arrangement!