Wealth Management Expertise
Comprehensive wealth strategies tailored to your unique goals, including portfolio construction, asset allocation, and ongoing financial guidance.
Our Wealth Management Services
Discover the right level of service to match your financial goals and complexity.
Self-Directed Investing Digital investing platform with optional guidance | Wealth Advisory Personalized investment management and financial planning | Private Client Exclusive wealth management for high-net-worth individuals | |
|---|---|---|---|
Portfolio Construction Approach to building and managing your investment portfolio | Algorithm-based with customization options | Personalized investment strategy | Fully customized investment strategy |
Advisory Services Level of personal guidance and expertise provided | Digital advice with on-demand professional consultation | Regular meetings with dedicated financial advisor | Team of specialized wealth professionals |
Financial Planning Scope of financial planning services included | Basic goal planning tools | Comprehensive financial planning | Advanced wealth planning and family office services |
Tax Optimization Strategies to minimize tax impact on investments | Basic tax-loss harvesting | Advanced tax strategies | Sophisticated tax minimization strategies |
Dedicated Advisor Access to a dedicated financial advisor | |||
Estate Planning Support Assistance with wealth transfer and estate planning | |||
Private Banking Access Access to premium banking services and lending solutions | |||
Alternative Investments Access to private equity, hedge funds, and other alternatives | Limited access |
Discover Your Risk Profile
Understanding your risk tolerance is essential for creating an investment strategy that aligns with your comfort level and financial goals.
Our scientific risk assessment methodology evaluates multiple factors:
- Risk capacity based on time horizon and financial situation
- Risk tolerance and emotional comfort with market volatility
- Goal-specific risk requirements for different financial objectives
- Scenario analysis to evaluate potential outcomes
Client Success Stories
See how our wealth management strategies have helped clients achieve their financial goals.
James & Sarah Thompson
Retirement Ready
"Working with NewBank's wealth team transformed our retirement outlook. Their personalized approach helped us optimize our portfolio and create a sustainable income strategy."
Achieved retirement goals 5 years ahead of schedule
Elizabeth Chen
Business Owner
"As a business owner, I needed specialized wealth strategies. NewBank provided expert guidance on business succession planning while growing my personal portfolio."
Successfully transitioned business and secured family wealth
Robert Williams
Legacy Builder
"The estate planning expertise at NewBank helped me create a meaningful legacy for my family and charitable interests while minimizing tax implications."
Established multi-generational wealth transfer plan
Frequently Asked Questions
Find answers to common questions about our wealth management services.
Our wealth management services start at different tiers to accommodate various financial situations. Our Essential tier begins at $100,000, Professional at $500,000, and Private Client services at $1,000,000. However, we evaluate each client's situation individually and can work with you regardless of your current investment level.
Ready to Build Your Wealth Strategy?
Schedule a no-obligation consultation with one of our experienced wealth advisors to discuss your financial goals.
Schedule a Consultation