NE

NEIRG Wealth Management

Financial-Services

Website
Company Tagline

Our goal is to help you maximize all your opportunities from a personal, business, and philanthropic perspective

Industry Category
Financial-Services
Company Description

NEIRG Wealth Management is a leading financial services firm dedicated to helping clients maximize their financial opportunities across personal, business, and philanthropic endeavors. With a foundation built on trust, integrity, competence, and hard work, NEIRG Wealth Management delivers comprehensive and integrated solutions to families and family offices.

Operating for over 25 years, NEIRG Wealth Management has established offices at multiple locations, including its primary address at 231 Sutton Street, North Andover, MA 01845, US; 115 Indian Rock Rd, Windham, New Hampshire 03087, US; and 400 Fifth Avenue South, Suite 203, Naples, Florida 34102, US. NEIRG Wealth Management takes a holistic approach to wealth management, risk management, estate planning, and more, ensuring that every client receives tailored and effective strategies.

NEIRG Wealth Management specializes in wealth management, risk management & asset protection, estate planning, business succession planning, and retirement planning. The company's commitment to client relationships and comprehensive financial solutions positions NEIRG Wealth Management as a trusted partner for individuals and families seeking to achieve their financial goals. NEIRG Wealth Management will be completing further information soon with the support of its management.

We invite the management team at NEIRG Wealth Management to create a customized and exclusive company showcase and product listing on our platform.

Key Personnel / Employees
Julie Colucci CFP® Natalie Rubel Brian Pirri MSAS CFP® Stephen D'Ambrosio Tamie Maffeo

Compare Companies Side by Side

Compare NEIRG Wealth Management with 3 companies in Financial-Services

4 Companies
Comparison Field
NE
NEIRG Wealth Management
Main Company
Mr Family Office
Mr Family Office
View Profile
Valyrian Private Wealth
Valyrian Private Wea...
View Profile
Founded Year
0 2023
Company Size
1,001-5,000 2-10 2-10
City
Overland Park, KS Melbourne, VIC
Country
United States Australia
Skills & Keywords Comparing with main company
20 Total Skills
Wealth Management Financial Planning Estate Planning Risk Management Investment Strategies Family Office Services Retirement Planning wealth management Risk Management & Asset Protection estate planning donor advised funds business succession planning family office high net worth wealth transfer Retirement & Sufficiency Planning gifting strategies philanthropy Exit Planning clientrelationships
15 Total 15 Unique
Unique Skills:
asset management business retirement plans consulting services financial planning insurance solutions investing +9
10 Total 10 Unique
Unique Skills:
family generational wealth HNW investing legacy planning multi-family office +4
17 Total 17 Unique
Unique Skills:
asset allocation capital raising concierge travel currency hedging derivatives direct deal flow +11
4
Total Companies
2023
Oldest Founded
2
Countries
61
Unique Skills

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Alternative Company Names

This company is also known as

NEIRG Wealth Management NEIRG 财富管理 एनईआईआरजी वेल्थ मैनेजमेंट نيرج لإدارة الثروات NEIRG Gestion de patrimoine NEIRG Управление благосостоянием NEIRG Gestão de Patrimônio