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True financial planning begins

with where you are today…

Helping our clients secure

the future for themselves and their families

A unified approach to financial planning

begins with an accurate analysis of your present financial position.

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About Us

 

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Welcome to NationalWealthadvisorsInc.

A team of professionals with over 36 years experience and a unique approach to business and personal financial planning

The successful professional has turned to us since 1985 for three key reasons – focus, objectivity, and resources. We have every confidence that we are the perfect fit for the affluent prospective client.

We only have one person’s best interests in mind at NationalWealthadvisorsInc. our client’s. As an entirely independent practice, we have no hidden agenda or motivation to recommend any particular planning strategy. So not only do we have a world of options for planning your financial future, we can also function in a totally unbiased atmosphere where the only factor in our decision-making is what’s best for you.

Give us a call today, and let's begin a long and fruitful partnership of mutual success in developing the optimum plan for your total financial independence.

 

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Financial Planning Services offered through;
> Summit Financial, LLC


CONTACT 
OUR ADVISORS

Call 914-729-1105
or email us at: mcaputo@nwadvisorsinc.com
​nationalWealthadvisorsInc.


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1025 Westchester Avenue, Suite 318
White Plains, NY
10604 United States

  •  Tel: 914-729-1105
  •  mcaputo@nwadvisorsinc.com

Disclosure - FORM CRS

Investment Advisory Brochure (ADV 2A) | Wrap Fee Program Brochure | Privacy Notice | BCP

 

National Wealth Advisors, Inc.is a DBA of Summit Financial, LLC.Investment advisory and financial planning services offered through Summit Financial, LLC an SEC Registered Investment Adviser. Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207 (“PKS”).  PKS and Summit Financial, LLC are not affiliated companies. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Summit Financial, LLC are not affiliated companies. Investments through PKS or Summit Financial, LLC are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

Insurance is offered through Summit Risk Management, LLC, an affiliate of Summit Financial LLC.

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