Global Wealth Management

  • Asset Protection
  • Wealth Structuring
  • Trust/Estate Planning
  • Foundation/Charitable Strategies
  • Succession Planning
  • Retirement Planning
  • Liability Management
  • Insurance Reviews
  • Transfer of Wealth

Securities offered through National Securities Corporation (NSC), Member FINRA/SIPC.  Advisory services provided through National Asset Management, Inc. (NAM), an SEC Registered Investment Adviser; a copy of NAM’s brochure is available on NAM’s website. Fixed Insurance products offered through National Insurance Corporation (NIC). Accounts may be held at National Financial Services (NFS), LLC, a Fidelity Investments® company.

We currently have individuals licensed to offer securities in the states of:  AR, CA, CO, FL, GA, IL, LA, MS, MO, NM, OK, SC, TN, and TX.  This is not an offer to sell securities in any other state or jurisdiction.

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