Raymond H. Goettsch
With sincere appreciation, the SaddleBrooke Pickleball Association, Inc., (SPA) announces that NRG Wealth Management has made a generous donation to assist in the expansion of pickleball at SaddleBrooke. For this sponsorship donation, SPA has designated court number 1 as the NRG Wealth Management court.
NRG Wealth Management was established as J.P. Davis, Inc. in 2003 by Jack Davis, founder and CEO. At that time, NRG rented a small storefront in SaddleBrooke and was fortunate to find that many affluent retirees in the community were looking for independent advice. NRG has been honored to serve the SaddleBrooke community for the last 19 years and has continued to grow and evolve. In August 2017, NRG Wealth Management began the process of transitioning to a Registered Investment Advisory firm. With that transition, NRG disassociated from accepting commissions based on investment product sales and became a fee-only firm. NRG acts in a fiduciary role across all lines of advice, providing transparency and the ability to align with their clients’ interests. They currently service their clients from their Oro Valley office located in the Oro Valley Marketplace.
NRG Wealth Management continues to have a strong foundation in the community, focusing on financial planning, investment management, retirement planning, and advanced estate planning for high-net-worth, successful, goal-oriented retirees and pre-retirees. Their wealth management team is led by Certified Financial Planner™ professionals who are dedicated to aligning each of these elements and strengthening the core of their clients’ lives. The NRG team believes the path to sustained happiness lies in applying resources to what people value most in life. NRG helps their clients identify their priorities and passions and aligns them with their financial resources. NRG’s team members have over 50 years of combined experience and act as personal wealth advocates, helping to navigate a journey to retire on your terms, live well, and leave this world a better place.
Investment advisory services are offered through the Navigation Retirement Group, an SEC Registered Investment Adviser.