A complete list of active advisors currently associated with New Frontier Wealth Management

Warmer can help you find a great advisor at New Frontier Wealth Management or one who fits your needs even better.

New Frontier Wealth Management advises individual and high‑net‑worth clients, delivering asset management, financial planning, retirement and estate planning, and portfolio monitoring. The firm manages roughly $24 million for a small roster of clients and coordinates third‑party money managers and allocations to alternative and non‑traded investments such as REITs, 1031 exchanges, and private placements. Investment programs are tailored to client objectives and risk tolerance and use individual equities and ETFs alongside fundamental, technical, and cyclical analysis; services are offered on both discretionary and non‑discretionary bases. For clients invested in alternatives or non‑traded vehicles, the firm conducts ongoing due diligence, meets periodically with clients about those holdings, and acts as liaison to recommended third‑party managers while providing manager disclosures and oversight. Noteworthy aspects of the firm include an affiliated insurance business and a licensed insurance agency within the firm’s ownership structure, through which insurance products may be offered and commissions received — a relationship disclosed in the brochure and addressed through procedures and fiduciary obligations. The firm also documents revenue‑sharing and an AUM‑based incentive arrangement with a named third‑party manager, disclosing these referral and fee‑sharing relationships and their mitigations, which is less common among similarly sized advisers.

To learn more about the advisors currently working at New Frontier Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.