A boutique, full-service investment advisory firm delivering tailored strategies to global clients through the world's leading financial institutions.
NewEra Wealth Advisors is a boutique, full-service investment advisory firm located in Miami, delivering tailored strategies to high-net-worth families, entrepreneurs, multi-generational families, global corporate executives and institutional investors. As an affiliate of Bolton Global Capital — which handles operations and compliance oversight — we focus on what matters most: your investments. Advisory services are offered through a SEC Registered Investment Adviser, with securities offered through a FINRA/SIPC member.
Explore Our ServicesEvery engagement is handled personally, end to end — from the first conversation to the final handover.
Tailored investment strategies for high-net-worth families and entrepreneurs, executed through the world's leading financial institutions.
Learn more →Multi-generational family planning — wealth transfer, governance and next-generation education, structured around your family's values.
Learn more →Advisory for global corporate executives navigating cross-border compensation, equity and residency changes.
Learn more →Institutional investor advisory with the rigor of a boutique and the access of global institutions.
Learn more →Strategy for entrepreneurs and executives through liquidity events — business sales, exits and concentrated stock positions.
Learn more →Reach out and a member of the NewEra Wealth Advisors team will respond personally — no call centers, no runaround.
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