Financial Advisor in Houston, TX | Fiduciary Wealth Management

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Why Houston Families Choose New Capital Management

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Integrated Financial Services for Houston Residents

We provide our clients with the highest quality, strictly confidential, regulatory compliant, and technologically secure services in six primary areas:

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Investment Management

We confidently invest your capital using our model-based approach, built on decades of successful academic and scientific research.

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Financial Planning

We lead a collaborative, technologically advanced planning process focused on your unique goals and resources.

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Advisory

We serve as professional decision-makers to assist you in making the very best choices from the available options in your life.

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Family Wealth

We support your family across multiple generations by providing value-added programs for all ages and stages of life.

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Administration

We provide essential administrative services with precision, helping to keep you organized, and reducing stress in your life.

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Communications

We produce and distribute a wide range of communications to keep you knowledgeable and informed.

Serving Houston's Diverse Neighborhoods

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What Makes NCM Different from Other Houston Financial Advisors?

Fee-Only Fiduciary

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Couple-Centered Approach

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NCM360 Strategic Planning

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Global Investment Perspective

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Innovative Services

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Long-Term Client Relationships

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Meet Our Houston-Based Team

We are experienced, ethical, fiduciary professionals.  We believe we are among the most innovative firms in today's growing, dynamic independent financial advisory community.

Jaycee Smalley, CFP®

Vice President

Catherine Bahr

Director of Marketing & Communications

Casey Moss, PACE

Adminsitrative Coordinator

Deysi Davila

Paraplanner

Client Success Stories from Houston

All testimonials are from current clients and are uncompensated.

Real Feedback From Our Clients

TAKE THE NEXT STEP

We are grateful for your interest, and we invite and encourage you to explore our assistance in enhancing both your financial well-being and your life today.

FAQs for Houston Residents

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