NPB Wealth Management is an independent wealth management firm that specializes in helping same-sex couples and families achieve financial confidence that comes from making smart financial decisions. Working with an expert team of specialists, we help couples explore the unique opportunities and challenges presented by the shifting legal landscape in addressing their financial affairs and life/estate planning options.
Our clients, both gay and straight, are successful professionals and retirees, many of whom do not have sufficient time, interest or inclination to tend to their financial goals and recognize they need professional guidance. We seek to work with a select number of clients with whom we feel we can add extraordinary value and service.
If you're a current client, you'll find links to
If you're not currently acquainted with our firm, we've established this website as a way for you to get to know us and understand how we can help you achieve the financial confidence that comes from making smart financial decisions. Contact us today to schedule an appointment.
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