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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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Directions

Directions - From Fairfield County

From I-95 South
Find I-95 south towards NY City (Crossing into New York). 
Take the I-287 W exit (exit 21), toward WHITE PLAINS/TAPPAN 
ZEE BR. Merge onto I-287 W (CROSS WESTCHESTER EXPY). 
Take EXIT 9N-S toward HUTCHINSON PKWY/MERRITT PKWY/WHITESTONE BR. Turn SLIGHT LEFT onto WESTCHESTER AVE/CR-62 W. Turn LEFT onto BRYANT AVE. Turn LEFT onto WESTCHESTER AVE/CR-62 E. End at 1025 Westchester Ave, West Harrison, NY 10604-3508

Directions - From Manhattan
Via the Triborough Bridge

Directions here

Directions - From the Tappan Zee Bridge
Directions here

Directions - From G. W. Bridge
Directions here

Directions - From Whitestone Bridge
Directions here

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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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