New Age Wealth works with a core group of clients to support their investment management and financial planning needs
We work in a fee-only, fiduciary manner to put your interests FIRST
We are bound by the fiduciary standard of care to act in a manner that best serves you. We pride ourselves on working with only a select number of clients to give them the highest level of professional care.
clients We Serve
You’re pulled in many directions. Job, family, personal life. You’re working hard and you want your money to work hard too. With everything you have on your plate, it helps to collaborate with a trusted advisor who can help maximize your energy and your time. Here’s how we can help you and your family in this situation:
- Maximize savings opportunities
- Grow your wealth
- Plan for life events that matter most
- Financially protect you and your loved ones
- Spend more time doing what you love
This relationship does not have a minimum amount to invest to join our firm. There is a minimum annual fee of $3,000 which can be paid through a combination of our AUM fee schedule and a quarterly retainer fee.
You’re about to enter the biggest transition of your life. Many factors are at play. You are going from accumulating assets to needing to preserve and distribute your savings. The psychological change can be significant. We’re here to help. We give clients the confidence to take on this transition and never look back, bringing purpose and longevity to their golden years. Here’s how we can help you and your family in this situation:
- Confidence heading into retirement
- Tax-efficient income replacement strategies
- Wealth building & preservation approach
- Guidance every step of the way
The minimum investible assets for this type of relationship is $250,000, with the potential to grow at the time of retirement. The fees are based on our AUM fee schedule.
These are your golden years. Are you maximizing your living potential? As big of a risk it is to run our of money in retirement, the same could be said by not spending enough during retirement and enjoying what you worked hard to save. We’re here to help you determine appropriate risk in your investment portfolios and balancing it with a distribution and spending plan that makes sense for you. Here’s how we can help you and your family in this situation:
- Peace of mind
- Tax-efficient withdrawal strategies
- Estate & legacy planning
- Confidence to live your best life