Trust is a gift. You have a choice to whom you give it.

New Capital Management, an SEC Registered Investment Advisor with over $250 million under management, provides fiduciary wealth management, financial planning and advisory, and integrated life planning services.

We are leaders in today's changing advisory industry: client-focused, independent, fee-only, technological, and knowledgeable.

Prospective clients and other interested parties may learn more from a guided Introduction or by contacting us.


Concerned about your portfolio risk?

To determine your current risk score, or to update your earlier score, take just a few minutes with our personal risk estimator (powered by award-winning Riskalyze). We will then help you understand your personal risk tolerance and if your portfolio matches it.  [For an academic review of Riskalyze's technology, see Application of Preference Measurement: The Case of Riskalyze]




2017 Client Survey Results

The 2017 Client Survey results  show very high satisfaction levels by clients in almost all areas of New Capital's practice, as previous surveys have shown as well.  We contributed approximately $500 to various charities on behalf of those who took the time to give their feedback.  Thanks to those who participated.



New Capital and Dimensional Funds

Since 2008, New Capital has been authorized to provide its clients with mutual funds managed by Dimensional Fund Advisors. Dimensional is one of the largest and fastest growing fund management firms in the world, best known for its founders’ repeated groundbreaking academic research in financial and investment theory. We believe that this unparalleled academic foundation is at the heart of a strong investment portfolio, as the accompanying video describes: