Women-Led: TNG Private Wealth’s founders–Carolyn Nolan and Jen Gray–courageously and compassionately lead our predominantly female team. As Jen describes, “We’ve created this really unique company and team at TNG, and we did it because we felt like there was something missing in the financial services world." We believe that women bring a unique perspective both to navigating personal finances and also in running a business, so we built a practice where all team members can have the support and space to thrive both personally and professionally.
We Keep It Real: We are able to be serious without being stuffy; and we let our accredited designations speak for themselves. The advisor you see in your meeting is the same person you run into at the grocery store. As Carolyn shares, “Our clients have given us the feedback that meeting with them as we are (and not in a ‘stiff suit’), has allowed for us to have a more natural conversation - just like you would with a friend.”
We Get Things Done (While Having Fun): Our team has created a unique system of working through complex strategies geared toward maximizing and prioritizing what is most impactful for our clients. We enjoy what we do and who we do it with (...part of that secret sauce being that we work with nice people!)