The Nguyen Wealth Management Group – Who We Are
At The Nguyen Wealth Management Group, we believe your financial plan should be as unique as you are. We also realize that the quintessence of a prosperous life isn’t centered solely on financial attainment. It stretches beyond the numbers to meet your personal values, interests and aspirations for the future. Capturing this all-encompassing image of your distinct life, we work with you to build a plan that provides peace of mind.
Our team holds more than 19 years of experience and is committed to combining first-class investment strategies with highly customized financial planning. We emphasize strong listening skills and deliver financial guidance in an easy to understand manner as we believe this inspires trust and lasting relationships. The commitment we maintain with our clients has transformed into enduring relationships, many of which span decades.
When you work with us, you can expect to collaborate with our entire team to ensure well-rounded counsel and continuity during our engagement. Together, we will ensure you are equipped for each season your life brings.
Our services include, but are not limited to:
- Asset Preservation / Protection
- Asset Allocation and Investments
- Risk Management and Insurance
- Tax Planning
- Education Planning
- Retirement Saving & Distribution Planning
- Executive Benefits/Stock Options
- Concentrated Position Management
- Private Equity
- Alternative Investments
- Long Term Care
- Charitable Giving
- Wealth Transfer