Becoming a New Capital Client

Our work with the New Capital Team restored our ability to dream and look forward to our retirement years. Their knowledge, expertise, and guidance have been better than we could ever have hoped for.

I depend on the wisdom of New Capital to handle my family wealth and consider myself fortunate to be able to get advisory help from this expert staff who are readily available when I need them.

Our family's experience with New Capital has been easy, enjoyable, and very productive. In the five years that we have been with New Capital, both Leonard and Jaycee have been enormously attentive to our interests, our concerns, and to who we are as a family. They came to know us initially in an in-depth meeting, and from there created an investment portfolio carefully tailored to both our current and future needs. Their personal care and attention, coupled with their responsive and highly sophisticated investment strategy, has provided welcome comfort and security to our family.

Leonard Golub and his team have changed our lives immeasurably for the better. We came to him several years ago and since then have felt a great burden lifted, as someone responsible and caring is helping us with our finances, something we never had before. He gives his clients so much thought and care, and we are deeply grateful!‌

I avoided financial planning for too long. Sorting out my finances seemed daunting, and involved the foreign language of asset management. The team at NCM made the process enjoyable, educational, and empowering. Most importantly, they instill a sense of trust and confidence that is rare in any field. I feel incredibly fortunate to be in their hands.

We feel so fortunate to be the beneficiaries of your knowledge, expertise, integrity, and accessibility. We find such peace of mind having our financial assets managed by you. We know there's always risk beyond anyone's control, but we believe we could not be in better hands. And that's a very great gift, indeed!

I feel incredibly fortunate for the peace of mind NCM has consistently provided to me and my family through the many years of managing our finances. Every encounter we've had with every NCM team member has only deepened the trust and confidence we hold in your management of this profoundly important aspect of our lives.

The staff has been outstanding. We are pleased and grateful for the service and attention NCM has given over the past year - our first with NCM. I look forward to many more.

As we head into our retirement years it is very satisfying knowing New Capital has our best interests at heart and are accessible to aid us about financial matters.