Our Value
Realistic life plans to achieve your goals.
Personalized solutions with our wide network of professionals.
Proactive concierge-style services to keep you on track.
WHY NEU WEALTH GROUP
Small enough to
know you.
Experienced enough
to serve you.
There is a common misconception that a smaller advisory firm means less access or less expertise. Our experience has been the opposite. Because we are nimble and independent, we can deploy the same caliber of strategies used by the largest institutions — tailored specifically to each client's situation, not a model portfolio built for the masses.
Traditional firms sell investment products. We provide bespoke solutions —
built around your life.
01
Your Interests. Always First.
We are not incentivized to recommend any product, platform, or strategy other than the one that genuinely serves you. Our only agenda is yours.
02
Proactive, Not Reactive
The most costly financial decision is often inaction. We stay ahead of changes in your financial life, your tax situation, and the market, before they become problems.
03
Sophisticated Strategies. Real
Relationships.
Relationships.
The strategies we deploy go well beyond what most advisory clients ever have access to. What sets us apart is an advisor who knows your goals deeply and never loses sight of what matters most to you.
OUR COMMITMENT
Every decision begins
with your goals.
OUR DIFFERENTIATOR
Tax-aware investing
is not a feature.
It is how we invest.
Taxes are the single largest drag on long-term wealth and most advisors treat them as an afterthought. We don’t. Every portfolio decision we make is evaluated through a tax lens first. For clients navigating a business sale, equity compensation, or concentrated positions, what you earn and what you keep after taxes is where wealth is either created or quietly lost.
Business Sale & Liquidity Events
Significant capital gain events require more than standard loss harvesting. Our long-short tax-managed strategy is purpose-built for these moments.
Equity Compensation & Concentrated Positions
Diversifying out of a concentrated stock position without triggering a large tax bill is a problem we solve regularly.
High-Income Professionals & K-1 Income
Partners, executives, and business owners often face complex annual tax liabilities. We implement investment strategies and retirement plan solutions designed to improve tax efficiency throughout the year.
Ongoing Tax-Loss Harvesting
Through direct indexing, we harvest losses at the individual security level — giving each client’s portfolio a level of tax customization that goes well beyond what broad-based funds allow.
Meet with an Advisor to get Started
Traditional firms sell investment products, we provide bespoke solutions.
Our mission at Neu Wealth Group is simple; to identify your goals and build a tailored financial roadmap to help you achieve them. We start by understanding your key objectives, and then partner with the right experts to design and implement your path to success.
Our value stems from developing authentic relationships with our clients
As your financial life changes, our comprehensive tool kit supports our clients as they navigate their daily activities and life cycle needs, proactively providing solutions to challenges before they even materialize.
Our Services
What We Do
Financial Planning
Retirement
Lifestyle
Investing
College Planning
Estate Management
Insurance
Tax Management
Meet the Team
Justin Neuwirt
Founder & CEO
How We Work
Comprehensive planning.
Relentless follow-through.
The Traditional Experience
The Neu Wealth Group Experience
Investment products selected from a limited shelf — often with conflicts of interest built into the recommendation.
→Bespoke solutions built around your goals — with no incentive other than
your outcome.
You hear from your advisor when markets move — not when your situation changes.
→Proactive, concierge-style service — we anticipate what you need before you ask.
The portfolio is the starting point. Your life gets organized around it.
→Your goals come first. The portfolio is built to serve you — not the other way around.
Tax management means selling a few losers at year-end. It is an afterthought.
→Tax awareness drives every investment decision, every day — it is central to how we manage money.
Complex situations get pushed up to a committee you will never meet.
→You work directly with your advisor — who has the expertise and resources to solve complex problems.
Become a Neu
member of the family.
Whether you are facing a specific financial event or
simply ready for a more thoughtful approach to wealth
management, we would enjoy getting to know you.