We are pleased to announce a new chapter in our journey. We have become part of Waverly Advisors effective March 28, 2025.
To help take our organization to the next level by expanding on the breadth of services we provide, we sought a firm that shares our values, and we found that in Waverly. At the core of both Waverly and NBW Capital is a shared dedication to advocating for you, our valued client. Our mission will continue to be deeply rooted in making a meaningful impact on your life through thoughtful financial planning, portfolio management, and fiduciary advice. More than just managing wealth, we are here to cultivate enduring and robust relationships with you, understanding that your financial journey is a personal and ongoing endeavor. We will continue to operate with integrity, independence, personalization, and transparency, and look forward to continuing to serve you for many years to come.
"At Waverly, we believe that good things grow. Our vision is to build a world-class, cohesive, integrated firm driven by our culture. Serving our clients and the communities we operate in with integrity, grace, and empathy is at the core of what we do at Waverly. This strongly aligns with what we see with NBW Capital, so joining together makes perfect sense. We are thrilled to welcome the NBW team to Waverly as we continue to grow."
“We're thrilled to partner with Waverly. We look forward to continuing our approach to asset allocation based on independent investment insight matched to our clients' specific priorities. And with Waverly's breadth of services and investment options, we are excited to offer our clients additional investment opportunities.”
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