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New Wealth Advisors, LLC
New Wealth Advisors is an independent, fee-only, SEC-registered investment advisor, operating as a multi-family investment office. We are an affiliate of MFA – Moody, Famiglietti & Andronico, a CPA and consulting firm. 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. Because the first steps taken in this realm can be the most important, we take great care to educate and explain as we go.
New Wealth Advisors can help you make informed, reasoned investment decisions. Just as important, we'll help you find comfort and calm amid the complex challenges of new wealth.
New Wealth Advisors takes a comprehensive approach to protecting and growing financial assets of the newly wealthy.
Our services include:
- 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
There is no single path to wealth. Each individual is unique in experience and aspirations. We are proud to work with entrepreneurs, executives, business owners, heirs, retirees, divorcees, and others who have recently attained considerable assets, or expect to in the near term.
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