Financial Planning

Reducing financial stress and building support for your long-term goals

We offer comprehensive and project-based financial planning to our investment advisory clients at no additional cost. Services include insurance reviews, retirement planning, philanthropic advice, trust reviews, monitoring of outside money managers, corporate financial planning, estate planning reviews, and educational planning.

Financial planning

We provide a clear picture of your wealth from all angles

At Narwhal Capital Management, we believe knowledge is a prerequisite to true financial well-being. We offer financial planning services to supplement your investments and provide a thorough picture of your financial wellness. We go to great lengths to learn about your short and long-term goals so we can deliver comprehensive and accessible financial planning services tailored uniquely to you.

Our process

Our process is founded on discipline

We aim to balance risk and reward by creating a unique Investment Policy Statement for each individual client. Throughout market tumult we remain steadfast, adhering to your specific asset allocation targets. These targets are driven by measurable demographic data as well as your goals, income needs, risk tolerance, and investment time horizon.

We build customized portfolios primarily through individual equities and fixed-income opportunities . Our equity selection strategy emphasizes companies with balance sheet strength, cash flow generation, a strong mosaic, and appropriate valuations. Our fixed income selection strategy focuses on finding individual bonds with excess return potential without undue credit or duration risk in dynamic interest rate environments.

Let’s start the conversation.

At Narwhal Capital Management, you’re more than just a portfolio, and it’s not all about the numbers. Let’s start with a meeting about your needs and future goals.