About NWMG

In a world crowded by signals, it’s important to know what should be tuned in and what can be safely 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-effort investment solution may save time but may not bring about the desired outcome—or, could prove more costly than inaction.  Quality demands informed attention

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.  

Advisors and Support Team

<span style="font-weight:normal;" id="docs-internal-guid-56434bcf-7fff-9aa0-4588-6ed0538815e7"><span style="font-size: 11pt; font-family: Arial, sans-serif; color: rgb(0, 0, 0); background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-variant-position: normal; font-variant-emoji: normal; vertical-align: baseline;">NWMG Cincinnati</span></span>

NWMG Cincinnati

NWMG is a network of experienced boutique wealth planning offices, each with a unique planning focus.

nwmgadvisors.com



Team:

Benjamin Jones,
CFPⓇ, Lead Financial Advisor    

Noah Henson,
Financial Advisor  

Michelle Hayes,
Administrative Assistant 

<span style="font-weight:normal;" id="docs-internal-guid-446fe6b7-7fff-e14c-ccec-10fbf19f301d"><span style="font-size: 11pt; font-family: Arial, sans-serif; color: rgb(0, 0, 0); background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-variant-position: normal; font-variant-emoji: normal; vertical-align: baseline;">Alpina Financial Consultants</span></span>

Alpina Financial Consultants

Alpina Financial Consultants embrace a tax- integrated approach to wealth management.

alpinalpl.com



Team:

Vivienne Schleu,
CPA, Financial Advisor    

Claire Hart,
Financial Advisor    

Katherine Petrelli,
Financial Advisor    

Christie Halko,
Administrative Assistant   

Dawn Spiker,
Licensed Assistant  

<span style="font-weight:normal;" id="docs-internal-guid-40069633-7fff-6b92-7b58-2260e4ea9033"><span style="font-size: 11pt; font-family: Arial, sans-serif; color: rgb(0, 0, 0); background-color: transparent; font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-variant-position: normal; font-variant-emoji: normal; vertical-align: baseline;">Infinite Wealth Planning</span></span>

Infinite Wealth Planning

Just as we would family and friends, we treat each and every one of our clients with the utmost openness, respect and fairness.

infinitewealthplanning.net 



Team:

Brent Gargano,
CFPⓇ, Wealth Advisor   

Trever Gargano,
Editor    

NWMG Independent

NWMG Independent

The NWMG Independent advisor group consists of sole practitioners with a wide array of expertise and service models.

nwmgadvisors.com



Team:

Don Batman,
Financial Advisor  

Jim Lewis,
Financial Advisor  

Richard Moss,
Financial Advisor

Angela Howard,
Financial Advisor 

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</span></p></span>

Corporate Staff

Any NWMG advisory firm brings with it high-quality services designed to help you make the most of your financial journey.

nwmgadvisors.com



Team:

Benjamin Jones,
CFPⓇ, Managing Partner    

Vivienne Schleu,
Managing Partner  

Christie Halko,
Project Manager 

Jordyn Brown,
Office Administrator 

Claire Hart,
Compliance Manager