About Our Firm
The New Wealth Advisors®
We are a dynamic network of tenured advisors working together since 2012—to create unïque +possibilities for the generation of new wealth and legacy builders.
We specialize in fee-based holistic financial planning and wealth management—for insurance, investing, college education, retirement, taxation, estate management, wealth transfer, and wealth preservation.
We are honored and proud to serve highly skilled African migrants—professionals, executives, and small business owners—who are based in the United States or living abroad as expatriates, officials or retirees.
We are strategically based in Houston, Texas to design and manage customized solutions that protect, prosper, and preserve the wealth, heritage and legacy of our clients.
Protect | Prosper | Preserve
Comprehensive Personal Financial Planning
We specialize in fee-based personal financial planning guided by tenured financial experts:
- Cashflow (Budget) and Net Worth Analyses
- Debt Payment Analysis & Strategies
- Work Benefits & Payroll Deduction Assessments
- Transfer Financial Estate to the United States
- Personal Life & Health Insurance Planning
- Investing and Asset Allocation Strategies
- Education Planning (Pre-College & College)
- Retirement Planning (Pre- and Post-Retirement)
- Tax Planning Strategies (foundational)
- Special Needs and Elder care Planning
- Wealth Preservation & Wealth Transfer
- Expert-Guided Plan Implementation & Advocacy
Comprehensive Broker of Record Services
All businesses–large and small–have unique needs based on their stage in the business life cycle. We collaborate with industry experts to identify core needs of your business:
- Self-Employed Financial Advisory Services
- Business Valuation Services
- Business Financial Risks Management
- Employee Benefits & Retention Programs
- Business Formation & Succession Planning
- Charitable Givings & Philanthropy Planning
- Business Special Review, Planning & Strategies
- Expert-Guided Plan Implementation & Advocacy