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National Wealth Management, LLC is an SEC Registered Advisory firm, which provides high net worth individuals and families with comprehensive financial planning and wealth management services.

Our services include:

 
Tax Planning
Business Succession Planning
Strategic Executive Stock Option Management
Personal Risk Management and Insurance Evaluation
Basic and Advanced Estate Planning
Concentrated Stock Position Management and Hedging Strategies
Portfolio Management
Retirement Planning
Education Planning
   
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Legal Disclosure© 2006 National Wealth Management, LLC.(866) 660-9886info@nwmllc.com
IMPORTANT CONSUMER DISCLOSURE

National Wealth Management, LLC (“NWM”) is an SEC registered investment adviser located in the State of New Jersey. NWM and its representatives are in compliance with the current notice filing requirements imposed upon SEC registered investment advisers by those states in which NWM maintains clients. NWM may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements.

NWM’s web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of NWM’s web site on the Internet should not be construed by any consumer and/or prospective client as NWM’s solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation over the Internet.

Furthermore, the information resulting from the use of tools or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from NWM. Any subsequent, direct communication by NWM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of NWM, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov.

A copy of NWM’s current written disclosure statement discussing NWM’s business operations, services, and fees is available from NWM upon written request. NWM does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to NWM’s web site or incorporated herein and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.