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Our affiliate company, New Wealth Advisors, is an independent, fee-only, SEC registered investment advisor, operating as a multi-family investment office. We work with individuals and families and, as desired, their attorneys, accountants, or other trusted advisors.
Focused solely on the needs and interests of the newly wealthy, we create investment, tax, estate and other plans that simplify one’s entry into the world of high net worth. New Wealth Advisors relieves the confusion, uncertainty and anxiety that often accompany wealth.
We take a holistic approach to personal financial management, guiding clients through asset allocation, the fine-tuning of a portfolio, and the multi-disciplinary planning that connects tax, retirement, and estate strategies. Because we work strictly with the newly wealthy, we emphasize education and counseling at every step.
Wealth Advisory Services
- Asset allocation
- Portfolio management
- Alternative investments
- Cash flow management
- Retirement planning
- Inheritance, estate and gift planning
- Tax planning
- Risk management and insurance consulting
- Education planning
- Charitable giving
- Consolidated reports
- Bill paying
- Coordination of other trusted advisors
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