NEUMAN CAPITAL MANAGEMENT, INC. is a reputable financial management firm with over 30 years of experience in the industry. With over $500 million in assets under management and a team of 15 experienced advisors, the firm focuses on a client-centric approach to provide transparent and trustworthy financial advice. Their services include portfolio management, retirement planning, tax planning, estate planning, and risk management. With a diverse selection of investment products, NEUMAN CAPITAL MANAGEMENT, INC. caters to high-net-worth individuals, families, small businesses, and corporate clients. The firm's fee structure is based on a percentage of assets under management, aligning their success with the success of their clients' investments.
The team at NEUMAN CAPITAL MANAGEMENT, INC. consists of highly educated and trained advisors who continuously stay updated with the changing financial landscape. The firm is registered with the SEC and has a clean disciplinary record, ensuring a fiduciary duty to act in the best interests of their clients. Through personalized investment strategies and ongoing support, NEUMAN CAPITAL MANAGEMENT, INC. aims to help clients achieve financial stability and success.