Six brief case studies illustrating how we go the extra mile — sometimes quietly, sometimes urgently — to deliver extraordinary service for extraordinary clients.
At NGA, we have what is called the Sundown Rule — we never let the sun go down without returning a client call. At 4:00 p.m. on a Friday, that rule was top-of-mind when we returned a voicemail from our client Ray, and uncovered a sophisticated fraud unfolding in real time.
Read the full story
After losing the love of her life and husband of over 60 years, Bonnie was newly widowed and unequipped to navigate the decisions ahead of her — bank accounts, trust accounts, insurance policies, and the family legacy transfers her late husband had quietly handled for decades.
Read the full story
Clara and her family have been long-time clients. Our wealth management plan optimized two primary assets — a portfolio of liquid investments and a Central Florida shopping center. For nearly a decade, the plan worked well. Then 2020 hit and everything changed.
Read the full story
We are far more than wealth advisors. We develop genuine relationships with our clients and recognize patterns in their financial activities — when, where, and how they typically request money. So when our long-time client Bruce began to act outside his usual pattern, we noticed.
Read the full story
