New Wealth Advisors is an independent, SEC-registered investment advisory firm operating as a multi-family investment office. We are a boutique wealth management firm dedicated to the opportunities and challenges faced by the newly wealthy as well as those whose wealth has survived beyond the first generation.
New Wealth Advisors takes a holistic approach to personal financial management that tightly aligns wealth with personal life goals, objectives, dreams and aspirations. New Wealth guides clients through financial life planning, asset allocation, investment management and the multi-disciplinary planning that connects tax, retirement, estate and philanthropic strategies with clients’ deepest and most profound life goals.
Because the first steps taken in the realm of new wealth can be the most important, New Wealth Advisors takes great care to educate, explain, and help clients find comfort and calm amid the complex challenges of new wealth.
New Wealth Advisors is an affiliate of MFA — Moody, Famiglietti & Andronico, a CPA and consulting firm.
Client-Centered Financial Life Planning
New Wealth Advisors has adopted the Kinder Institute’s client-centered Financial Life Planning methodologies to help clients more tightly align their financial planning efforts with their personal values and thus bring greater clarity to their goals, dreams and aspirations.
In working with New Wealth Advisors, clients discover their deepest and most profound goals through a process of structured and non-judgmental inquiry. Then, using a mix of professional and advanced relationship skills, New Wealth Advisors inspires its clients to pursue their aspirations, discuss and resolve obstacles, and collaboratively create a concrete financial plan to accomplish their objectives.