New Dawn wealth management process is distinctive. We begin with a Discovery Process that gets to the heart of what our clients are seeking to accomplish with their existing wealth management strategy — both personally and financially.
After the discovery process, we highlight and bring to attention areas that have not been addressed in the existing strategy. To assure strong results and maximum success we work closely with key partners such as investment advisers, insurance professionals, real estate experts, tax specialists, estate planners, legal professionals and charitable gifting professionals, to make certain that our clients’ interests are served to the highest level. Ultimately, our goal is to ensure your greater peace of mind — protecting, preserving and growing your wealth.