meet the team
Todd lives in Saratoga Springs, NY with his wife and three kids. Todd worked on Wall Street for a hedge fund and brokerage firm, has been a CNBC contributor since 2010, and launched his own research firm in 2010….
Todd is the Director of Investing at New Age Wealth and according to Todd:
At New Age Wealth we believe that too many wealth advisors and portfolio managers are stuck using an analog approach in the new digital economy. We see the world as undergoing a digital revolution...
Director of Planning
As Director of Financial Planning, Kyle is entrusted with advising clients and delivering services with a personalized experience. Prior to joining New Age Wealth Advisors, Kyle worked as a financial advisor for a local registered investment advisor in Austin, TX…
Kyle is the Director of Planning at New Age Wealth and according to Kyle:
We work hard getting to know you on a deep, personal level to align your wealth with what’s most important to your life. The financial planning process is an in-depth, customized approach…
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