Client testimonials
All testimonials are from current clients and are uncompensated.
Leonard and his superb team have never failed to impress us with their dedication to our family's goals. I sleep better at night knowing NCM is watching over our financial security.
New Capital Management has guided our financial world for over 15 years with skill, prescience and integrity . Leonard Golub has created a team in whom we have confidence and a sense of community. We rely on all of them to support us through these challenging days financially and personally.
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.
We highly value New Capital's services. We admire Leonard both professionally and personally. The New Capital staff are professional, pleasant, and consistently service-oriented. All in all, we're pleased to be part of the New Capital "family”.
New Capital has been instrumental in helping me develop a solid financial plan. I value Leonard's business approach on how he runs his firm, the genuine concern for the clients and his expertise. He has also assembled a top notch team. Jaycee is a total pro and has been invaluable to me! Love working with her. Catherine is top notch. I like Casey, very responsive and attentive on follow-up.
You have created a place of excellence. It is just the best for more reasons than I can count. The leadership, education, support, understanding, staff is incredibly responsive to all of our needs and questions.
New Capital has a team that is very much aligned with coordinated, consistent, and caring delivery of value to each and every client that is unparalleled in the investment services world.
We are new in our relationship with NCM. The onboarding process was amazing not only because you learned so much about us and our needs, but because you helped us clarify our financial situation and next steps. Your estate attorney referral was so helpful in helping us get our will in place, something we have put off doing for so long. Early days, but so far so good!
We have been with New Capital Management for nine years and are extremely satisfied. Leonard Golub is a Fiduciary Advisor (meaning - New Capital manages your money for the client’s benefit, not theirs). He is trustworthy, ethical, communicative, responsive and genuinely interested in his clients’ wellbeing, personally and financially.
I have been a client of NCM for about seventeen years and consider Leonard not only a capable financial adviser but also a friend. His integrity, demeanor and graciousness lend confidence and peace of mind to the financial decisions we make together. The team behind Leonard is not only professional and resourceful but also efficient and a pleasure to interact with. I have and will continue to recommend NCM to family and friends looking to place their resources with a proficient fiduciary they can trust.
Leonard Golub and his talented team have provided outstanding services to us for over 10 years. We appreciate their professionalism, the genuine interest in our family, sound advice on all aspects of our financial affairs and the responsiveness to all of our questions or concerns. New Capital manages our portfolio of investments, helps us with thorough financial planning and efficiently handles transactions small and large. Moreover, their fee structure is very reasonable. We enthusiastically recommend New Capital for anyone in need of financial planning and management.
From Casey, Jaycee, Catherine to the boss, Leonard, we couldn't ask for better Financial Planning. They have helped us (and our family) with more than financial planning including critical life advice.... We continue to refer our friends to New Capital. In today's hustle bustle world, knowing they have our backs (not just our money) gives us a sense of comfort and peace of mind that money cannot buy.
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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.
New Capital takes the time to understand us, our motivations, our relationship with money, our individual goals desires and fears, our jointly held goals and timing, and our risk profiles. This allows them to align financial recommendations with our personal drivers and bring a certain calmness to what may otherwise may be a stressful decision making process.