-David Massart, President & Founding Partner
"...we don't represent any institution. We represent our clients."
100+ years combined experience:
Experienced where it COUNTS.
“We are known for providing world-class advice on a first-name basis.”
“Our custom solutions differentiate us from other firms.”
“Clients appreciate the genuine level of care and attention to detail we show them.”
Our Notable Recognitions:
Combining a lifelong interest in the financial markets while helping people is very rewarding. I enjoy the relationships formed.
Working with clients through tough market cycles is challenging. Maintaining commitment to the investment process or strategy is the "right" course to take but sometimes difficult to stomach.
Working for an independent firm, with no direct conflicts of interest, is liberating. I enjoy working with a team of people that truly care about our clients and each other.
I like connecting with people and relationship building. I’m patient and an active listener. I take an even-keeled approach to investing, controlling emotions at market peaks and bottoms.
Craft a comprehensive plan for creating wealth, employ stewardship, and don’t obsess about money themes. It’s important to define "wealth" and what it personally means. Planning can achieve the desired objectives and outcomes.
The NGW team is my "last stop" in what has been a successful, rewarding career in managing investment portfolios and delivering financial services to clients.