NFSG Corporation Expands Access to its Exclusive, Proprietary Wealth Management Program as Part of National Growth Initiative

Proprietary portfolio management platform combines data-driven analysis with human expertise to deliver customized client solutions

BOCA RATON, Fla.--(BUSINESS WIRE)--NFSG Corporation today announced the expanded availability of its Exclusive, Proprietary Wealth Management Program to support its growing network of independent financial advisors nationwide. The program features customizable strategies tailored to individual client needs, enabling advisors to deliver thoughtfully managed portfolios backed by sophisticated technology and experienced in-house portfolio management. This program is only available to clients of NFSG.

The NFSG Wealth Management Program offers advisors and their clients a truly comprehensive investment approach. Unlike many firms that rely on funds, our strategy focuses on selecting individual companies with the strongest potential for long-term success.

We combine advanced proprietary technology — analyzing thousands of data points every night — with the expertise of our in-house portfolio manager, who makes all investment decisions. This blend of technology and human insight allows us to maintain a carefully curated universe of securities, emphasizing strong fundamentals, technical analysis, and sustainable business models.

"Our mission has always been to empower our advisors and serve clients with integrity, transparency, and highly customized strategies," said Thomas Casolaro, Chairman & CEO of NFSG Corporation. "By providing what we believe is best-in-class portfolio management resources and expanding our national footprint, we're making it easier for advisors to grow their practices while delivering exceptional, individualized outcomes for clients."

Unlike competitor’s cookie-cutter approaches, the NFSG Wealth Management Program customizes every client portfolio to meet their unique needs and circumstances. The program accommodates existing holdings, tax considerations, and special situations that matter to individual investors. Whether clients seek growth through quality companies, income from dividend-paying securities, or capital preservation through conservative strategies, portfolios are tailored to specific goals and risk tolerance.

Supporting the program is NFSG 360™, the firm's client portal and mobile app available on iOS and Android, providing clear reporting on holdings and performance. This transparency ensures clients understand how their money is managed while maintaining ongoing communication with their advisor.

The expansion of the Wealth Management Program comes as independent advisors increasingly seek sophisticated portfolio management capabilities traditionally available only at larger firms. NFSG's platform enables smaller advisory practices to compete effectively while maintaining their independence and personalized client service.

Client feedback reinforces the platform’s success. Early users of NFSG 360 have shared their experiences publicly on Google Reviews. To see what clients are saying, visit: https://www.nfsgwealth.com/nfsg-customer-reviews.

Ready to see how NFSG manages wealth differently? Download the program brochure: https://www.nfsgwealth.com/wealth-management-program.

About NFSG

NFSG is an independent wealth management firm dedicated to helping clients achieve their financial goals through thoughtful planning and disciplined investment management. The firm is widely recognized for its proprietary "Fair Value" numbers, developed by Chief Market Strategist Donald Selkin, featured on CNBC for over 35 years as part of the pre-market futures board.