Straight answers to the questions clients most often ask NewEra Wealth Advisors. Still unsure? We're one call away.
High-net-worth families, entrepreneurs, multi-generational families, global corporate executives and institutional investors — a boutique practice with global reach.
Yes — advisory services are offered through Bolton Global Asset Management, an SEC Registered Investment Adviser, with securities offered through a FINRA/SIPC member.
We're an affiliate of Bolton Global Capital, which handles operations and compliance oversight — while we focus on what matters most: your investments.
That's a core focus — tailored strategies for global corporate executives and entrepreneurs, including liquidity events, concentrated positions and multi-generational planning.