New Capital's 2014 Client Survey results indicate very high client satisfaction levels across all practice areas. Thanks to our participating clients for their time in completing the survey - we made contributions to a number of non-profits on behalf of these clients as a way of saying thank you.
Trust is a gift. You have a choice to whom you give it.
New Capital Management, an SEC Registered Investment Advisor with over $200 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 knowledgable.
Prospective clients and other interested parties may learn more from a guided Introduction or by contacting us.