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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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  2. National Wealth Advisors Inc. in the News

National Wealth Advisors Inc. in the News

National Wealth Advisors Inc. in the News

Links to News - Press Releases

Investment Advisor - May 2007
New Courses for the College Conversation

NJBiz - June 2007
Transfer the Fruits of Your Hard work Smoothly

 


Newsletter

Benefits Of Integrating Insurance Products Into A Retirement Plan

Planning Alert: February 2021

Summit Snapshot: Week of March 1, 2021

2020 Year End Tax & Overall Planning Considerations

Barron's: Whole Life Insurance Can Bolster Your Retirement Portfolio

Planning Alert - November 2020 Election Aftermath Tax Considerations

Election Goes into Overtime

Why College Coaches Are Being Paid With Split-Dollar Life Insurance

Investment Update May 4, 2020

Investment Newsletter April 2020

Investment Update March 16, 2020

A Test in Staying the Course

Coronavirus Market Update

Secret Weapon For College Savings

Investment Newsletter July 2019

Investment Newsletter February 2019

Investment Newsletter October 2018

Year-end Newsletter 2017

Investment Newsletter October 2017

Investment Newsletter May 2017

Investment Newsletter February 2017

Investment Newsletter First Quarter 2017

Investment Newsletter Year-End 2016

Investment Newsletter August 2016

Investment Newsletter July 2016

Investment Newsletter April 2016

Investment Newsletter Second Quarter 2016

Investment Newsletter First Quarter 2016

Planning Alert: Non-Tax Estate Planning, How Important Is It?

Planning Alert: Beware of ROBS

Planning Alert: Avoiding IRA Missteps

Planning Alert: The Dos and Don'ts of Intra-Family Loans

Commentary: UK Referendum

Smooth Sailing
 


Events

Here are some of our advisors, Mike Caputo, Nick Simini, & Mike Caputo, Jr. participating in the NYS Society of CPA’s – Westchester Chapter golf outing

IMG_3688.jpg IMG_3690 (1).jpg


Videos

Market Volatility

Client Appreciation- 2015

Investment Video Presentation - April 2010 by Michael Caputo, MSFS, AEP®

 

 

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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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