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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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Client Administration Staff

Team of client administration staff professionals

A team of caring professionals helping our clients secure the future for themselves and their families by achieving their financial objectives.

Gladys Moseley, Executive Administrative Assistant 
Phone 914-729-1106
gmoseley@nwadvisorsinc.com

Alyssa Caputo, Marketing Director
Phone 914-729-1104
acaputo@nwadvisorsinc.com

Maria José Rioseco, Administrative Assistant
Phone 914-729-1118
mrioseco@nwadvisorsinc.com

Daphne Moore, Client Service Manager
Phone 914-729-1119

 

Patricia Beckett, Administrative Assistant
Phone 914-729-1115
pbeckett@nwadvisorsinc.com

Team

  • Financial Planners
  • Financial Representatives
  • Professional Strategy Team
  • Client Administration Staff

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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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