The New Wealth Project

What is the New Wealth Project?

The New Wealth Project is an integrated financial planning approach designed for today’s emerging leaders and growing families.  The 4-step Project guides smart and motivated people to move confidently down the road to financial independence through a framework of critical decision making and a system of continual upgrade and growth.  By connecting strategy with purpose, and by offering both financial AND life planning, The New Wealth Project impacts our clients’ lives today and creates a ripple effect for years to come.  

The New Wealth Project team consists of 3 CERTIFIED FINANCIAL PLANNER Professionals, a Chartered Financial Analyst, as well as a seasoned operational and client service team. All in all, The New Wealth Project is a 7 member team dedicated to serving today’s emerging wealthy in all facets of their financial lives.

The Project is a comprehensive financial planning process made up of 4 steps:

1. The Personal Mission Builder is a complimentary session in which family goals are prioritizes and action items are organized. 

2. The Cash Flow Roadmap delivers an organized framework to optimize family income and savings

3. The Capital Growth Formula uses evidence based principles to create your unique investment plan

4. The Protection Solution helps you establish a fundamental estate and insurance plan


Advisors at this Office


This Office

940 E Boot Rd Ste 101 West Chester, PA 19380-4021 Phone: (484) 983-3303

Primary Office

940 E Boot Rd Ste 101 West Chester, PA 19380-4021 Phone: (484) 983-3303