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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

A unique approach to Business & Personal Financial Planning

nationalWealthadvisorsInc. go well above and beyond our comprehensive financial planning services. Separate divisions showcase specific strategies for sports stars and other celebrities, insurance planning for families and individuals, equities management that leaves no stone unturned, and wealth counseling that helps our clients make a difference in their communities.

 

nationalWealthadvisorsInc.
Through a comprehensive analysis of present position and an evaluation of goals and objectives, we develop a plan for clients utilizing cutting edge strategies. A four-discipline approach to financial planning (combining expertise in taxation, accounting, investments and insurance) assures our clients receive a coordinated and comprehensive set of solutions to the financial problems faced by successful individuals today. Understanding that planning in and of itself is not enough to achieve success. This comes from a commitment to develop lifelong relationships with each client.

 

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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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