NFG Wealth Advisors was originally established as Orenda Partners LLC, to provide investment strategy and research services to small and mid-size advisors lacking the in-house resources to adequately provide active tactical investment solutions to their clients. In 2018, the company rebranded and refocused its services to provide high quality wealth advisory, financial planning, and business advisory services to UHNW individuals and families as well as individuals aspiring to create and accumulate wealth.
Our core still lies within the investment management process and our ability to develop and manage portfolios to the specific needs of our clients. But with through our multi-faceted approach to wealth advisory and the use of robo-technology, we are able to implement customized portfolios for UHNW investors with complex financial situations, as well as individuals at the early stages of their wealth accumulation stage.
Combined with the accounting and tax services provided by Neto Financial Group Inc., our affiliate company, we are able to provide our clients, both individuals and business owners, with a one-stop shop for financial services.
For advisors, we provide institutional quality investment strategy, research, and portfolio management, which is the core of our offering across all of our client segments.
Our staff consists of CFA charterholders, Certified Public Accountants and other professionals that adhere to the fiduciary standard, whether as required by their respective oaths or personal philosophy.