At New Wealth Advisors, we provide thoughtful and intelligent investment management services for a select number of individuals and families. Whether newly wealthy or one whose wealth has survived beyond the first generation, our clients share a common desire to work with us because of our client-centered investment process that considers both parts of their life – the personal values and the assets.
Personal, Goal-Driven Investment Approach. Clients of New Wealth Advisors benefit from an investment process that is highly customized to their individual goals and needs. We focus on tightly aligning specific investment allocations with each client’s personal life goals as well as their financial objectives, cash flow requirements, time horizon, risk tolerance and tax situation.
Never do we implement a standard, “one-size-fits-all” approach nor will you find us putting into practice a blended allocation strategy designed to meet all of our clients’ goals and objectives. Instead, we pay close attention to the distinguishing elements of each client’s dreams and aspirations as we design and implement an investment strategy that includes goal-based accounts with investment allocations that are specifically designed for each particular goal of our client’s unique life plan.
Conflict-Free Advocate For Our Clients. New Wealth is an independent, fee-only advisory firm that puts its clients’ interests first. Through our open architecture approach, we are able to provide our clients with access to a wide-range of best-in-class managers and investment that offer low cost and a high degree of tax efficiency. Our investment selections are un-biased as we receive no commission or other financial benefit from the selection of managers or specific investments utilized. We do not custody client assets and our only fees come from our clients — we work for you, and only you.
Dedicated, Multi-Disciplinary Team Approach. A broad range of knowledge and experience is necessary for an advisor to truly help clients understand the risks and potential rewards involved with their investments. At New Wealth, we employ a team approach to managing our clients’ wealth and surround each with a dedicated multi-disciplinary team consisting of advisors who are CPAs with Masters in Taxation (MST), Certified Financial Planners (CFP®), Registered Life Planners (RLP®) and Chartered Financial Analysts (CFA).
Investment Management Services
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Customized investment strategies
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Goal-based investing
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Investment selection
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Traditional and alternative investments
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Goal-based benchmarking
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Milestone monitoring Consolidated investment reports