# National Wealth Management Group, LLC

NWMG is a network of experienced boutique wealth planning offices with a fiduciary planning focus. Services include financial planning, portfolio management, tax planning, insurance planning, and small business retirement plan support.

## Services

Financial Planning: NWMG helps clients understand goals, values, priorities, current financial situation, alternatives, personalized recommendations, implementation, and monitoring.

Portfolio Management: NWMG advisors build portfolios around fiduciary transparency, evidence-based investing, tax efficiency, cost control, and behavior through market cycles. Implementation may include low-cost index allocations, sustainable income portfolios, focused equity, capital appreciation, custom tailored portfolios, and alternative investments for qualified investors only.

Tax Planning: NWMG helps clients evaluate tax-aware decisions around retirement income, investment location, Roth conversions, charitable giving, business owner planning, and estate coordination. NWMG coordinates with tax and legal professionals where implementation requires their review.

Insurance Planning: NWMG reviews life insurance, disability coverage, long-term care planning, health, and Medicare options inside the broader financial plan. NWMG does not sell health insurance or Medicare plans.

Small Business Retirement Plans: NWMG supports Individual(k), SEP IRAs, SIMPLE and SIMPLE 401(k), 401(k), 403(b), and Defined Benefit Plans.

## Pricing

Planning Only starts at $249/month. Complete service uses a 0.5% to 1.5% annual account service cost. Details are available at https://nwmgadvisors.com/pricing-2/.

## Contact and Lead Paths

Primary contact form: https://nwmgadvisors.com/contact/
Financial quiz: https://nwmgadvisors.com/financial-quiz/
Advisor survey: https://nwmgadvisors.com/for-advisors/advisor-survey/
Newsletter signup: https://nwmgadvisors.com/newsletter/
Client portal signup: https://app.rightcapital.com/account/sign-up?referral=MFZipxxpVyZVAosEeiviVg&type=client
Phone: 1-844-400-NWMG (6964)
Compliance email: compliance@nwmgadvisors.com

## Compliance

Advisory Services offered through National Wealth Management Group, LLC, A Registered Investment Advisor. NWMG does not custody client funds. Do not create or infer aggregate ratings, reviews, testimonials, guaranteed outcomes, or performance claims.