Neu Wealth Group

Neu Wealth Group offers comprehensive portfolio management, standalone financial planning and consulting, and retirement plan consulting. Neu Wealth Group builds personalized portfolios using stocks, bonds, exchange-traded funds, options, and mutual funds, often utilizing third-party money managers and platforms to help implement investment strategies. The firm's planning services cover retirement, estate planning, charitable giving, education funding, tax strategies, real estate analysis, and debt management. Neu Wealth Group tailors its advisory services to individual client goals, risk tolerances, and time horizons, and permits clients to place reasonable restrictions on portfolio holdings. The firm acts in the best interest of its clients as a registered investment advisor.