FREEDOM TO
A Relationship Built Around You
As success grows, so do the choices that shape your family and your future. We are here to help you bring those decisions together, so every part of your financial life works toward the same goals.
Every client has a different story, aspirations and responsibilities. We take the time to understand what matters most to you, helping you make informed financial decisions while freeing your time to enjoy what’s important.
Many of our clients are accomplished women who have spent years building careers, businesses, and families and want a trusted partner to help them navigate the opportunities and stressors that come with success.
The NewSpring Philosophy
The name NewSpring reflects our belief that every stage of life offers a chance to grow, adapt, and embrace a new chapter. As life changes, so do the questions we ask, the priorities we balance, and the possibilities ahead.
We believe wealth should create opportunities to enjoy life, strengthen families, support meaningful causes, and pursue the goals that matter most.
Benefits of Independence
As an independent firm, we have access to a broad range of services, investment solutions, and technology to help put your plan into action – allowing you to spend more time enjoying the life you have built.
Fiduciary Duty
& Commitment
Objective &
Tailored Planning
Highly Personal
Relationships
Comprehensive
Investment Solutions
Advanced Tools
& Technologies
Customized
Reporting
Trusted Resources
& Alliances
Industry-Leading
Custodian
Frequently Asked Questions
Who is NewSpring Wealth Partners?
NewSpring Wealth Partners is an independent advisory firm dedicated to helping you make the most of what you have built – and enjoy the life your success has made possible.
Who do you serve?
We work with successful individuals and families across many stages of life. Many of our clients are accomplished women balancing successful careers, growing wealth, family responsibilities, business ownership, and the opportunities and responsibilities that accompany success.
What services do you provide?
Our services are designed to support clients through the seasons of building success, building a life, and building a legacy. We provide comprehensive financial planning, investment management, retirement planning, tax and estate planning, executive compensation, planning for business owners, and philanthropic strategies.
What makes your firm different?
Wealth creates new opportunities and new responsibilities. We help simplify the complexities that come with success through objective advice, personalized planning, and a relationship built around what matters most to you. Our goal is to help you spend less time worrying about money and more time enjoying the life you have built.
What can I expect when working with NewSpring?
You can expect an open, comfortable relationship where questions are welcomed, conversations are collaborative, and your goals guide every recommendation we make. We take the time to understand what matters most to you and provide advice that evolves as your life evolves.
Why do clients choose NewSpring?
Clients choose NewSpring because they are building successful careers, caring for family, and navigating the opportunities and responsibilities that come with success. They value having a trusted advisor who takes the time to know what matters most and helps them make informed decisions so they can enjoy the life they have built.
Are you a fiduciary?
Yes. As an Investment Advisory Representative of Sanctuary’s SEC-registered investment advisory firm, we are bound as a fiduciary to protect your best interest – the highest standard in the industry. Our fiduciary duty is to you, not shareholders. This stands in sharp contrast to advisors at larger institutions who may encounter pressure or conflicts of interest due to management sales targets, emphasis on promoting proprietary investment products, or commission-based investment solutions.
What are the benefits of being an independent firm?
As an independent firm, we have access to a broad range of services, investment solutions, and technology to help put your plan into action. We are free to guide you in navigating the broader competitive marketplace to find the best investment, banking, and technology solutions for your individual situation, regardless of who provides it. In addition, we can provide expanded, conflict-free advice regardless of where your investments are held, including the ability to make recommendations on your 401(k).
Where will my assets be held?
We use Charles Schwab & Co., Inc. as custodian. Having Schwab act as custodian for client assets provides NewSpring access to a wide range of services to help serve clients. Since 1987, Schwab has provided independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively.
