NWMG, or National Wealth Management Group, is a network of experienced boutique wealth planning offices offering personalized financial guidance under a fiduciary standard of care. Its advisors recognize that clients have different goals, circumstances, and preferences, so each office has its own planning focus and service model rather than applying one solution to everyone.

Services include financial planning, portfolio management, tax planning, insurance planning, and retirement plans for small businesses. The firm also provides consulting and investment education, helping clients understand financial choices, assess risks, and make informed decisions without unnecessary complexity. As an independent Registered Investment Advisor, NWMG offers customized investment management; advisory fees are generally based on assets managed. Planning and consulting may be charged hourly, as a flat fee, or through a monthly or quarterly retainer, depending on the arrangement.

Clients can meet with advisors remotely, and NWMG does not custody client funds. Advisors may recommend custodians such as Charles Schwab and LPL Financial.