Financial Services for Individuals

We utilize a comprehensive set of services aimed at helping you progress toward your financial goals.

Wealth Management

While it’s common to fall into a random, point-solution driven approach to managing wealth, the true key lies in an integrated vision of your overall asset management.

Too often, we see the best-laid plans of individuals fall short of their potential due to an unstructured approach to managing their financial lives. Maximum value is gained when a plan is developed and monitored that encompasses all aspects of your financial picture – and that is where our expertise lies.

NEFG believes a holistic approach to wealth management results in a better understanding of your goals and the steps needed to achieve them.

Our commitment and pledge

  • Diligent and continual dedication to seek out and provide appropriate investment products and services that best suit each client’s individual needs
  • Establishing and maintaining unparalleled service that meets the requirements of each client today, tomorrow and every day thereafter
  • Always being vigilant and responsive to the changing needs of our clients and the ever-changing world around us



Our Investment Process

Strategic Asset Allocation Long Term “Target” Allocation

  • Historical Data
  • Expected Returns
  • Common Sense
  • Equity
  • Real Assets
  • Alternatives
  • Fixed Income

Tactical Asset Allocation Based On Market Conditions

  • Trend
  • Valuations
  • Risk Management
  • Asset Class
  • Market-Cap  
  • Style

Rigorous Research to Identify Skilled Managers & Securities

  • Best in Class
  • Consistency
  • Fees
  • IPS Guidelines
  • Diversification
  • Implementation

Ongoing Due Diligence On Available Investment Options

  • Market Research
  • Alternative Investments          

Retirement Planning

If you want to be able to retire on your own terms, the first step is defining them and creating the most effective plan to make them a reality. NEFG’s team gets to know you today, and where you want to be tomorrow.

Then, we show you the strategies for how to get there as quickly as possible, making the most of your resources and protecting your assets from unnecessary risk, taxation and restrictions.

Individual customized consulting and education build on the most advanced economic thinking and modeling technologies.

We tailor retirement plans and help you monitor the results along the way, ensuring you fully understand the risks, rewards and timeframes – thus, putting you solidly in charge of your retirement goals, while leaving the day-to-day management to us.



Estate & Risk Management

Regardless of your level of wealth, estate planning is a vital part of your overall financial strategy. Planning ahead will give you greater control, privacy and the opportunity to leave more of your legacy to your heirs and personal causes.

In a legal and economic environment that changes frequently, you need the combined support of several key advisors to guide you through the process. NEFG will work as an integrated team with your estate planning attorney and tax advisor to design and implement an appropriate strategy for you.

Whatever your personal goals may be – such as protecting and transferring wealth within your family, supporting worthy charitable causes, or creating a secure financial future for your descendants – a well-designed plan will make all the difference.



Alternate Income Fund & Investments

The common definition of a High Net-Worth Investor (HNWI) is someone with liquid investable assets in excess of one million dollars. At NEFG, we understand that the goals and priorities for a HNWI typically evolve from simply “saving for retirement” to tax-efficient strategies and how to best create a legacy.

Through our financial planning guidance, we educate our HNW clients on the types of tax efficient investments and estate planning techniques available to them. We discuss the benefits of adding alternative investment strategies, typically only available to a HNWI, to compliment the traditional stocks and bonds they may already own. Lastly, and most importantly, we generally act as a “lead advisor” to our HNW clients, assisting them with their other advisory relationships.

Financial Wellness Program

We understand your financial goals are unique to you, and your path to achieving them requires careful goal-setting, diligent planning, and ongoing monitoring of your investment decisions.