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

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

New Perspective Wealth Management advises individual and high‑net‑worth clients, providing discretionary investment management alongside financial planning and consulting services. The firm delivers portfolio construction, asset allocation, monitoring, and separately managed accounts under a written investment management agreement and limited power of attorney. The adviser’s investment process emphasizes long‑term asset allocation grounded in Modern Portfolio Theory and primary research, using a mix of actively managed mutual funds, ETFs (active, passive, and strategic‑beta) and individual stocks. The firm discloses a long‑biased, relatively concentrated approach intended to seek returns across market environments, and it warns clients about increased idiosyncratic and market exposure associated with that bias. Distinctive features include operating as a solo independent adviser managing roughly $5 million across a compact roster of about 25 clients while offering both ongoing discretionary management and fixed‑scope or hourly planning engagements. The firm directs custody to institutional platforms (Altruist or Apex), acquires client leads through SmartAsset, does not accept commissions for product recommendations, and does not vote client proxies on securities.

To learn more about the advisors currently working at New Perspective 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.