Team Member

Lisa Weegar

Director of Operations & Client Services

Bio coming soon.

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Blog Posts

Rebalancing

Where should you keep your Emergency Funds

Podcasts from the Pros: A market update from Capital Wealth Planning

Financial Planning for Millennials

Financial Planning in Your 20s? Time’s on Your Side

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NWP offers Securities and Brokerage Services through Cape Securities, Inc. and American Global Wealth Management, Inc. (AGW) Member (FINRA/SIPC/ MSRB) and headquartered in McDonough, GA. Insurance products and services are offered through affiliate Naples Insurance Strategies, LLC, (NIS) and Avanti Insurance Solutions (AIS) Naples, FL. NWP does not provide tax or legal advice.