NRG Wealth Management

NRG Wealth Management


Financial / Investment / Strategic Planning / Estate Planning / Retirement Planning

About Us

At NRG Wealth Management, we are proud to be a privately owned, independent wealth management firm.

As a Registered Investment Advisor, we are dedicated to bringing clarity and fulfillment to the lives and financial matters of our clients. We accomplish this by providing unbiased guidance, strategic investment management, and comprehensive estate planning solutions to each of their unique circumstances.

When our clients' lives evolve, so should their strategies. At NRG, we believe each client’s goals, aspirations, family commitments, and individual situations deserve solutions that are customized and adaptable to change. With this belief in mind, we provide the strategies and guidance that empower our clients to build and preserve wealth, envision and pursue their dreams, and create a lasting legacy.


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Rep/Contact Info

Jack Davis
Vanessa Davis
Vice President & COO
Sheila Kageyama
Special project coordinator
Stefanie Morgan
Wealth Manager
Monica Salazar
Director of Client Relations