Wealth Management Products & Services
Countless choices to fulfill every client need!
Our open architecture platform offers the broadest product and service line. We go to great lengths to search for best-in-class investment providers. From basic mutual fund and equity trading products to alternative investments and managed account solutions – advisors have the options and choices they need to successfully support their clients.
Investment ProductsAs a company, we do not have any proprietary products that we push our advisors to use. The breadth of products available through our company is extensive. We are committed to having solutions that are comprehensive so our advisors can meet their client needs. Some of the products available to advisors include:
Fixed Income Solutions
Fee-Based Advisory Services
Through NPA Asset Management, our registered investment advisor (RIA) platform we've built a comprehensive platform geared specifically to ensure success for advisors looking to build world class advisory businesses.
A few of our managed account programs include:
The Advisor Managed Program, for those whose core business approach to portfolio management is hands-on, is a platform designed primarily to permit advisors to assist clients in developing custom-tailored portfolios.
Our Managed Account Direct Program is appropriate for asset gatherers and offers a number of turnkey options to suit your business objectives. Portfolio management is outsourced, freeing yourself to spend more time focusing on your clients.
The Managed Account Custom Program enables our advisors to outsource the expertise of Lockwood Advisors (an affiliate of Pershing LLC), yet still maintain a hands-on approach by customizing certain investment selections based on your clients' specific goals and objectives.
In addition, NPA Asset Management has a number of strategic and tactical portfolio management solutions for advisors to choose from. Choices of some of the top Turnkey Asset Management Platforms (TAMP) include:
Through NPA Insurance Agency, our full-service insurance affiliate, we provide our producers with a comprehensive portfolio of insurance-related products and services through over 30 different carriers.
NPA Insurance Agency operates as a virtual extension of Nationwide Planning Associates and bridges the gap between the insurance carriers and our insurance producers. From illustrations and proposals to the underwriting process and advanced case studies, Nationwide Planning Insurance Agency provides service and guidance every step of the way.
Insurance services offered include:
Banking & Cash Management Solutions
Cash Management Solutions – As part of our ongoing effort to offer a complete wealth management solution, advisors have access to a variety of choices for their clients' immediate and longer term needs quickly and efficiently. Through Pershing LLC, you will have access to the following:
Advanced Wealth Management Services
Nationwide Planning Associates offers the following wealth management services to help your high net-worth clients preserve, manage, and increase their wealth:
Financial Planning Resources
We offer two financial planning tools so advisors can provide ongoing relationship-based planning and deliver value to their clients beyond investment strategies. Between these two programs, advisors can help their clients get started on a wealth-building plan, avoid estate taxes, and everything in between.
Making The Move
Growing Your Practice
"The Firm supports my Credit Union affiliation by giving me all of the operational support I could ever need. They keep me informed of all compliance regulations that need to be observed or addressed, process all paperwork, and deliver results when there is an operational issue."
Sr. Financial Advisor