Distilled down to its most fundamental property, money is a representation of your productivity. Since your time is a finite resource, you owe it to yourself to understand how to best invest it. We believe the wisest investment of your time is in the pursuit of knowledge. With the heart of a teacher, each NWMG advisor has dedicated his or her career to sharing financial knowledge with engaging education.
Our advisors are experienced, each with more than a decade serving people with sound money management advice. Working with a NWMG advisor means fast tracking your understanding of money, markets, and their impact on your future. But don't just take our word for it, find out yourself by scheduling an introductory meeting. The first lesson is always on us, and you'll walk away knowing if our process is for you.
Vivienne Schleu Co-Founder & CFO
CPA®
As Co-Founder and CFO of National Wealth Management Group, LLC, Vivienne transforms our firm's values and convictions into an actionable reality for her clients. Through her twenty five years of experience running her own tax practice and subsequent advisory practice, Vivienne has learned first-hand what people need in order in a financial advisor.
Vivienne earned her CPA designation in 1991 and began offering investment advice to her clients in 1995, around the same time she began working alongside Co-founder Gary Mathews. In 2008, Vivienne and Gary transferred their investment practice to LPL Financial and combined their businesses to create Alpina Financial Consultants, LLC. The success of their practice along with ambitions to add more value to their clients ultimately gave birth to the idea of LPL Financials hybrid RIA, National Wealth Management Group.
Vivienne brings more than professional experience and high-mark credentials to the table. Her unique personal accomplishments and rich family legacy are the things of all-American novels. From her storied immigrant parents who found their American dream in the Florida Keys to her sailing adventure around the globe in a boat no larger than a New York apartment, Vivienne has had the fortune of garnering experiences others only read about. Her natural drive for excellence and these unique experiences combine to form a powerful asset to our team of advisors and our clients.
Claire Hart
Senior Financial Advisor
Claire joined Alpina Financial Consultants, Inc. in November 2018 as a Senior Financial Advisor. Her specialties for more than 22 years in the corporate and individual markets include business, retirement and estate planning strategies for her clients throughout the United States. She dedicates herself to providing professional financial advice in return for a successful business relationship and it is her responsibility to get to know you and find investments designed to help you meet your financial objectives.
She began her career at Dean Witter in 1996. During this time, she spent two years at Dean Witter and two years at Prudential Securities before branching out on her own in 2001. She is a licensed general securities agent through LPL Financial, investment advisor representative and a state of Florida life, health and variable annuity agent. Claire obtained her Bachelors of Science Degree in Information Systems with a minor in Business at Pace University in Pleasantville, New York.
On a personal note, Claire has two amazing girls and enjoys watching them grow into beautiful young ladies. She enjoys family time, playing scrabble, the beach, traveling, baking and exercising. She has lived in Northwest Broward County for 25 years.
Katherine Petrelli
Financial Advisor
Born and raised in Southern California and having lived in several parts of the country and abroad, Katherine moved to South Florida in 1992 where she planted her household and raised two sons and a daughter. Being the only girl from a family of six children raised by dedicated parents, Katherine understands the importance of sensible financial planning and her ambition mirrors this passion. While working in the logistics industry and raising her own three children, she earned both a Bachelors and Masters Degree in Organizational Management and launched a career in financial services in 2001.
Katherine acquired her securities licenses while at WMA Securities, which later became World Group Securities. She provided dedicated investment planning and support as a critical component of her firms top producing female advisor team until 2015 when she branched out to run her own branch in Palm Coast and Ormond Beach, Florida. Katherine specializes in retirement, income planning, and investor behavioral coaching. She is a dedicated educator, dedicated to motivating clients and friends alike to maintain prudent financial discipline to work toward the desired results.
Katherine currently lives in Palm Coast, FL with her husband, retired Navy. In their spare time they enjoy riding their motorcycles along the country roads of central FL. and spending time with family and friends.
Christie Halko
Client Services Manager
Christie joined our team in August of 2021 with 12 years of experience in Client Service Management at Edward Jones Investments in Cincinnati. Previously, she and her husband Greg of 26 years owned and operated their own business for 15 years. Christie has a diverse background of knowledge and experience which allows her to take on a variety of complex tasks and responsibilities within the firm. She prides herself in providing dedicated quality service to her clients, as well as co-workers.
Christie currently lives in Morrow, Ohio in Northern Cincinnati with her family. She has a 25-year-old daughter, Gabrielle and a 21-year-old son, Tyler. They both are entrepreneurs and own their own business. In their spare time, the family loves to travel and are avid boaters, spending much of their time at Lake Cumberland in Kentucky with family and friends.
General Information |
| Firm Start Year: | 2008 | |
| No. of Employees: | 5-9 | |
| States Licensed in: | Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Maine, Maryland, Michigan, Minnesota, Mississippi, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia |
| Number of Years with Current Firm: | 13 |
| Work with the following types of clients: | Businesses, Non-Profit Organizations, Individual Investors |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning |
Services |
| Investment Types: | Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Stocks, Bonds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Our Offices, Video Conference, Your Office, Phone |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Long Term Care, Variable Annuity, Life, Annuity |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets, Commissions, Flat Fee, Hourly |
Financial Services |
| Insurance Planning
We believe in protecting your assets through appropriate levels of insurance coverage with a wide range of insurance products such as Long-Term Care insurance and Life Insurance Our consultants can assist you with selecting the best insurance type, coverage levels, and terms that will protect you from reducing your assets to pay for catastrophic events. |
| Annuities
We start with an education process on the various types of annuity contracts to determine the appropriate type type of annuity such as: Fixed, variable or indexed If you are considering retirement income options, Katherine has particular expertise in annuities. She understands that relying solely on retirement savings can sometimes be insufficient for your lifestyle. We will work closely with you to determine the most appropriate annuity products for your needs. |
| Financial Planning for Individuals
Will your portfolio provide the retirement income that your lifestyle requires? Are you invested in vehicles that are appropriate for your risk tolerance? National Wealth Management Group advisors are renowned for our investment planning services. We help clients manage portfolios so they are positioned to provide returns today and in retirement. Our consultants have helped clients navigate economic downturns and thrive during healthy economic times. We provide independent portfolio reviews that cover: Balanced portfolio assessment Risk tolerance assessment Tax consequence assessment |
| Portfolio Management
As an independent Registered Investment Advisor, NWMG offers a multi-custodial platform to our clients. We partner with industry leading firms such as LPL Financial, Charles Schwab & Interactive Brokers to provide more choice and diversification to you. Your portfolio management needs should be tailored specifically for you, which is why we offer multiple solutions. We believe that the best investment for you is the one you are most convicted in because prudent investing requires confidence. Starting with a plan, we can find out what works best for you. |
| Retirement Planning
One of our primary goals at National Wealth Management Group is to guide our clients toward a retirement free of financial stress. Therefore, we take the time to review your retirement savings vehicles to determine that contribution levels are adequate and underlying securities are appropriate during the plan participation continuum. We assist you with decisions related to: Social Security benefits 401k retirement accounts Individual Retirement Accounts (IRAs) SEP retirement accounts CDs Bonds and other long-term assets Alternative investments |
| Estate Planning & Trusts
After a life devoted to preparing your family or business for transfer, you want to protect the wealth you have accumulated for your heirs and their financial future. National Wealth Management Group is focused on wealth preservation by ensuring that you have the necessary documentation and directives in place when the time comes to transfer your estate. Our network of professional services agents can assist with: Wills Trusts Powers of Attorney Health care proxies |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures |
Disclaimer |
| Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. For a list of states in which I am/ we are registered to do business, please visit www.nwmgadvisors. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
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