The Normandy Group

Company Profile

"People don't plan to fail; they just fail to plan."

Successful people focus and apply their unique abilities to their discipline. It is not uncommon for individuals who can create financial wealth to manage it poorly. "People don't know what they don't know." That is why tapping the resources of professionals whose unique abilities are to manage and protect financial wealth is essential.

We have enormous enthusiasm for helping successful people build, preserve and enhance their wealth. Our professional experience and training make us trusted strategic wealth advisors, and allow us to collaborate effectively with your trusted tax and legal professionals as we take your planning to new heights.

Our greatest challenge is communicating to prospective clients and their advisors the magnitude of what we can accomplish for them.

We serve the needs of individuals and families with diverse backgrounds, vocations, and personalities, who have a common desire to:

Expand their horizons far beyond their present boundaries
Protect and enhance their wealth
Direct and guide while providing for their loved ones
Enrich and meet the needs of each of their loved ones, now and in the future
Help loved ones and others with causes they care about and the resources to do so meaningfully
Minimize complex administrative matters, publicity, bureaucracies, waste, and red tape

Our clients tell us they value the services we provide and the time we take to understand their values, goals and passion for life's important matters.

Advisory Services Offered Through NORMANDY CAPITAL MANAGEMENT, LLC A Registered Investment Advisor
Securities Offered Through GENEOS WEALTH MANAGEMENT, INC. Member: FINRA, SIPC
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This web site is a public resource of general information, which is intended, but not promised or guaranteed, to be correct, complete or up-to-date. It is not intended to be a source of advertising, solicitation, financial or legal advice; thus the reader should not consider this information to be an invitation for an client relationship, should not rely on information provided herein and should always seek the advice of a competent advisor. Professional ethics require that The Normandy Group state that any information presented on this site is informational only and that The Normandy Group does not make any representations regarding any special competence, or that they are certified as specialists in any field.