Business Details
29 Years
experience
Your Trusted Partner for Comprehensive Financial Planning Solutions
Founded in 1997 by Ken New, our firm specializes in comprehensive financial planning for high-net-worth individuals, business owners, and retirees. We employ a proactive, client-centric approach combining tax mitigation, wealth management, and estate planning strategies. Our Virtual Family Office network connects clients with industry-leading experts in accounting, law, and insurance. As fiduciaries, we prioritize unbiased advice and customized solutions tailored to each client's unique financial situation. Our team's collective expertise spans over 25 years in navigating complex financial landscapes.We maintain rigorous compliance standards through affiliations with FINRA and SIPC registered entities. Our proprietary diagnostic process identifies hidden financial risks before they impact clients' portfolios. We focus on intergenerational wealth transfer and legacy planning for long-term financial security. Our educational approach empowers clients to make informed decisions about retirement and investment strategies. We continuously adapt plans to evolving market conditions and personal circumstances.
Services
Wealth Management
Tax Planning
Investment Services
Financial Planning
Insurance Services
Retirement Planning
Business Advisory
Details
- Year established: 1997
Highlights and features
- We operate as fiduciaries with strict compliance standards
- Our team includes Series 7 licensed professionals
- 25+ years of combined experience in complex financial planning
- Virtual Family Office network connects clients with industry experts
- Proprietary diagnostic process identifies hidden financial risks
Associations and certifications
- Million Dollar Round Table
- FINRA
- SIPC
- SEC registered investment advisory firm
Services
Wealth Management
Our Wealth Management service provides comprehensive strategies for growing and protecting your assets. We create customized plans that integrate investment management, tax planning, and estate preservation techniques. Our team works closely with clients to develop long-term strategies that align with their financial goals and risk tolerance.
Tax Planning
Our Tax Planning service focuses on minimizing tax liabilities through strategic financial positioning. We analyze clients' financial situations to identify tax-efficient investment strategies, retirement account management, and business structure optimization. Our approach ensures compliance while maximizing after-tax returns.
Investment Services
Our Investment Services offer personalized portfolio management tailored to individual financial objectives. We employ diversified investment strategies that balance growth potential with risk management. Our team continuously monitors market conditions to optimize portfolio performance and adjust strategies as needed.
Financial Planning
Our Financial Planning service creates roadmaps for achieving long-term financial goals. We analyze clients' current financial status, develop customized plans covering retirement, education funding, and major purchases, and provide ongoing guidance to adapt to changing circumstances.
Retirement Planning
Our Retirement Planning service helps clients build sustainable income streams for their post-career years. We develop strategies for maximizing Social Security benefits, managing retirement accounts, and creating tax-efficient withdrawal plans. Our goal is to ensure financial security throughout retirement.
People
Ken New
Financial Advisor
With over 25 years of experience, Ken specializes in retirement strategies for high-net-worth individuals. He holds prestigious industry certifications and focuses on tax-efficient income planning.
Linda New
Client Services
Linda brings extensive banking and customer service experience to client relations. Her background in small business management enhances her ability to understand client needs.
Jennifer Gerrow
Director of Client Services
Jennifer combines customer service expertise with financial industry knowledge. She holds a Series 7 license and specializes in client concierge services.
Jenny Moore
Business Operations Manager
Jenny provides operational support with a focus on client transaction management. She brings administrative expertise to ensure smooth service delivery.
Debbie Hogan
Tax Preparation
Debbie offers specialized tax preparation services with 15 years of experience in personal and corporate tax filings.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including income strategy development, Social Security optimization, and tax-efficient withdrawal planning tailored to individual needs.
How do you approach tax planning for high-income earners?
Our tax planning focuses on identifying tax-efficient investment strategies, retirement account management, and business structure optimization to minimize liabilities.
What investment strategies do you use?
We employ diversified investment approaches tailored to individual risk tolerance, combining growth potential with risk management techniques for optimal portfolio performance.
How are financial plans created and maintained?
We develop customized plans through comprehensive analysis, then continuously monitor and adjust strategies to adapt to changing market conditions and personal circumstances.
What credentials do your advisors hold?
Our team includes Series 7 licensed professionals and members of the Million Dollar Round Table with FINRA and SIPC registered affiliations.
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