NEU Wealth Group

Overview

NEU Wealth Group operates as an independent, individually owned limited liability RIA that positions itself as a capital allocator across liquid and alternative markets. The firm serves both high-net-worth individuals and families as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of outside advisers. Its fee menu includes a percentage-of-assets model alongside hourly and fixed-fee options, giving flexibility for different client engagements. Investment posture skews equity-focused, with a clear preference for exchange-traded equities as the primary building blocks of client portfolios. At the same time, NEU Wealth Group distributes capital to third-party alternative managers across private markets, real assets and structured credit, reflecting a multi-vehicle approach to achieving return and diversification objectives. The firm does not identify as an active ESG investor and operates with a single-office structure rather than a multi-state adviser footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices