Why We Are Different

  • * We provide concierge service to our clients, meaning any needs or wants you have we will address and find solutions.
  • * Our clients work with our own in house Certified Financial Planner.
  • * We have a local presence, but access to the top investment managers around the globe.
  • * We develop a customized approach for each client, tailored from your own financial plan, that takes into account your entire financial life.
  • * We are independent, non-captive, and operate on the fiduciary standard. Simply put, what is best for the client will always be best for us.
  • Adam Kuettel, CFP®, APMA
    Managing Partner & Financial Planner

    "Investment Advisory services and Securities offered through NWA Financial Partners Registered Investment Advisor"