New Frontier Wealth Management

Overview

New Frontier Wealth Management is a small, privately held wealth advisory firm organized as an LLC that serves high-net-worth individuals, families and a limited number of institutional clients. The firm operates primarily as a fee-based investment manager (percentage of AUM) and also acts as an insurance broker. Its advisory work is focused on portfolio management for individuals and small businesses and on selecting third‑party advisers when appropriate. New Frontier identifies as a capital allocator and does not characterize itself as an active ESG investor or a multi‑state adviser.

Assets & Accounts

Investments & Alternatives