A complete list of active advisors currently associated with NewSquare Capital, LLC

Warmer can help you find a great advisor at NewSquare Capital, LLC or one who fits your needs even better.

NewSquare Capital provides discretionary portfolio management, financial planning and sub-advisory/separate-account services to a mix of individual and institutional clients, including high-net-worth individuals, corporate pension and profit-sharing plans, Taft‑Hartley plans, trusts, foundations and endowments. The firm delivers its services primarily through a wrap-fee program and co‑advisory arrangements with MML Investor Services, and also accepts direct advisory engagements and retirement-plan mandates where it may act as an ERISA fiduciary. Investment management centers on diversified, strategic asset-allocation portfolios implemented mainly with exchange-traded funds, individual equities and fixed income, with portfolio construction and rebalancing driven by macro and relative-strength analysis. NewSquare uses sub-advisors (notably First Trust and Schwab Asset Management) for options overlay and direct-indexing capabilities, and offers tax-aware tools such as direct indexing and covered-call and long-put option strategies as part of its toolkit. Compared with many peer teams, NewSquare operates at scale for its size: the firm manages roughly $1.93 billion in client assets across about 2,066 client relationships with six advisors (implying notably high AUM and client counts per advisor). It also routinely serves other investment advisers as a sub‑adviser, sponsors a wrap-fee program, and maintains formal co‑advisory and custodial arrangements that distinguish its business model from typical boutique team advisers.

To learn more about the advisors currently working at NewSquare Capital, LLC, 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.