Active Portfolio Management, Personalized Financial Planning

We work with a select group of clients to build meaningful
relationships to help define and achieve your long-term
financial goals in the New Age economy.

AS SEEN ON

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Successfully Navigating Today’s Market Volatility - Your Future Goals Depend On It.

Successfully Plan Today To Meet Your Future Financial Goals

We Will Cover:
  • Dealing With Inflation
  • Minimzing Withdrawl Risk
  • Facing Uncertainty

We live in a world with many risks, both known and unknown, to your wealth today, and your goals in the future. Have you taken the time to understand how you are invested today, what risks your portfolio currently faces, and will your current plan help you hit your financial goals in the future?

THE NEW AGE VALUES

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Sophisticated Investment Approach

For clients who want more than a passive portfolio

Read more about our innovative and in-depth approach to growing your wealth
our approach

Meaningful Client Collaboration

For clients looking for a meaningful relationship with their advisor

A financial plan isn’t a one and done engagement. It’s a long-term relationship navigating life’s many variables, together
how we plan

Fee-only, Fiduciary Relationship

For clients who expect more

We act as a fiduciary, meaning your best interest always comes first
who we serve

Todd Gordon

MEET THE FOUNDER

New Age Wealth Advisors was founded by Todd Gordon, a 10-year CNBC contributor, Wall Street hedge fund trader, and trading industry veternan. Our mission is to offer an active approach to portfolio management, along with customized financial planning to help you navigate the challenging economic environment to hit your future goals  Read more about our story here.

WHO WE SERVE

Wealth Accumulator

The smart, hard-working professional looking to maximize their earning potential & spend more time doing what they love

Nearing Retirement

Having the confidence to enter the next phase of life's journey with a dedicated team on your side guiding you along the way

Retirees

Having the peace of mind knowing your money is working for you while you enjoy the best of what life has to offer

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Investment Insights

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Todd

Todd on CNBC – Three Stock Lunch

Todd Gordon, founder of New Age Wealth Advisors, joins ‘Power Lunch’ to present his picks for today’s three stock lunch, focusing the conversation on Boeing,

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