Our Values


We formed New Market Wealth Management because our work and life experiences told us there was a better way to help people manage their money. Our foundation is built on honesty, integrity, avoiding conflicts of interest and creating intimate, enjoyable relationships with our clients. We built a firm where we’d feel comfortable investing our own money (and we do).

We understand the issues our clients face. Like so many of them, we’ve managed our savings to send our kids to college; been successful entrepreneurs creating, running and selling businesses; helped our elderly parents navigate the emotional and financial complexities of aging; set up trusts to support our children, and their children; and sat on the boards of non-profits and academic institutions. Managing finances to support these life experiences is important and difficult. We know. We’re doing it, too.

We treat our clients like people, not portfolios. We know you’ll feel comfortable here.