Welcome to New Wealth Advisors
I am Jeff Arsenault, Partner and Senior New Wealth Advisor at New Wealth Advisors. Over my career, it has been a privilege to work with successful people at all stages of life. I've helped established families share wealth with future generations. I've helped executives plan for their retirements. I've helped foundations invest to fund future philanthropic initiatives.
In addition to working with high net worth individuals and families, I find it to be an equally rewarding experience to work with the newly wealthy — individuals of all ages and backgrounds who acquire significant assets for the first time. It is an honor to work with these people, introducing them to new opportunities, clarifying options, and creating plans that reflect their unique goals and ideals.
After working with these clients for more than ten years at our affiliated CPA firm, MFA — Moody, Famiglietti & Andronico, I was pleased to develop New Wealth Advisors, an organization devoted to the interests of the newly wealthy as well as those whose wealth has survived beyond the first generation.
New Wealth Advisors has also developed an extensive practice that offers a full scope of retirement plan advisory solutions designed to assist plan sponsors in understanding and effectively managing their complex retirement plan, including issues concerning plan investments and strategies to mitigate fiduciary liability.
Please accept my personal invitation to explore our site and let me know how we can be of service.
Jeffrey R. Arsenault, CPA/PFS, MST, CFP®, RLP®
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