NewGen Wealth Creation
Traditional & Digital Asset Wealth Management.
Financial Planning is for Everyone. Yes, that means You.
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You don’t have to be wealthy or anywhere near retirement to start benefiting from wealth management. In fact, applying wealth strategies early in life can save you thousands in debt interest and taxes. We'll help you unlock powerful investment and tax strategies designed to significantly boost your wealth foundation. Our attractive fee structure makes getting started simple, so you can avoid future regrets and focus on what truly matters.
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And don’t worry: We will be with you every step of the way!
Client Testimonials
"I have worked with Natalia at NewGen Wealth Creation for over a year and am so grateful we crossed paths. I was referred to Natalia through a word-of-mouth recommendation, and her expertise and dedication have exceeded my expectations in every way! NewGen Wealth Creation's umbrella spans many clients, from individuals beginning entrepreneurship to high-net-worth individuals with established businesses. As a young entrepreneur who made an effort to learn about investing and personal finances, I was still paralyzed by the fear of making a wrong money move. NewGen Wealth Creation has streamlined starting and maintaining investing, and meets with me throughout the year to discuss / plan for my long-term goals. Their ability to tailor financial strategies to each unique situation is truly commendable. It's also worth noting that Natalia shares valuable financial and tax planning tips on NewGen's social media accounts, @newgenwealthcreation, which makes "money knowledge" accessible for anyone to benefit from. I wholeheartedly recommend Natalia and New Gen Wealth Creation to anyone seeking top-notch financial planning and investment services!"
Samantha L. New York, NY
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"Natalia has been an incredible resource and advisor in my first year working with her. As I get my financial literacy up to speed, no question has been too basic or silly to ask - and I really appreciate that she takes the time to explain the how/why/what of my evolving portfolio. We started with a proposal where she explained, in great depth, the opportunities she saw with my investments and from there it's been a great experience. I appreciate that we are looking at building wealth from a holistic approach - also considering and tackling student loans as part of the bigger picture. I highly recommend her services if you're looking for a financial advisor-"
Rosanna P. Santa Monica, CA
"Natalia is impeccable at what she does and she is a brilliant mind in her subject matter. I used to think financial advisors were only for millionaires but she showed me how I could start building wealth at a young age. Natalia takes the time to teach her clients her strategy for investing and goes over everything in detail. Simply put, she knows how to drive value in areas that mean the most to her clients and that is hard to put a price tag on. I am very happy I started working with Natalia and I wish I would have met her sooner."
Kelly B. St. Petersburg, FL
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We are dedicated to making your wealth planning journey a simple and enjoyable experience that helps alleviate the tension around your finances. Our planning process is an incredibly powerful, yet simple approach that gives you a holistic view of your situation and how you may be able to improve upon it.
Comprehensive
Wealth Planning
1%
Per Year. 1 % is charged on a monthly basis based on the market value of the assets being managed *
Core Financial Planning Services:
Financial Plan
Cash Flow Forecast
Tax Strategy Optimization
Portfolio Construction
Assets Management
Risk Management
External Portfolio Review
Ongoing Expert Guidance
Life Stage Planning:
Retirement Planning
Education Planning
Estate Planning
Life Event Planning
Additional Services:
Emergency Fund Runway
Family Coverage **
Free access to our Financial Planning & Budgeting Platform.
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*Minimum Investable Assets of $500,000 Required (including your old 401(k) and retirement accounts)
**We spend time educating your children on saving, investing and allocating their 401(k). Family coverage is active until your dependent reaches 26 years old.
Achieving $500,000 Milestone
Life/Wealth Coaching
208
$
Every month
The Path to Your First $500,000*
14 day free trial
Core Financial Planning Services:
Financial Plan
Cash Flow Forecast
Tax Strategy Optimization
Portfolio Construction
Assets Management
Risk Management
External Portfolio Review
Ongoing Expert Guidance
Life Stage Planning:
Life Event Planning
Additional Services:
Free access to our Financial Planning & Budgeting Platform.
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*Life/Wealth Coaching is available for clients with less than $500,000 in Investable Assets.
Comprehensive
Financial Plan
3,000
$
One-Time Fee
Core Financial Planning Services:
Financial Plan
In Depth Financial Analysis
Cash Flow Analysis
Tax Strategy Optimization
Risk Management
Life Stage Planning:
Retirement Planning
Education Planning
Estate Planning
Life Event Planning
Additional Services:
6 Month of free access to our Financial Planning & Budgeting Platform.
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Say it’s worth the money.
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The majority of Americans with a financial advisor think it's worth the cost. [1]
Feel confident their savings will last.
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After working with a professional, folks feel reassured their savings will last their lifetime. [2]
Overestimate the cost on an advisor.
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Financial advisors use a wide range of pricing models like fee-for-assets and hourly rates. [1]
clients get tax planning services included. At NewGen Wealth, it’s built in at no extra cost.
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The average industry fee charged for tax planning services on top of advisory services: $2,351 per year, per client. [3]
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Our Core Values
NewGen Wealth Creation LLC offers innovative and personalized financial planning solutions designed for travel-loving entrepreneurs who seek a life of continuous adventure, not retirement. Unlike traditional firms, our fully remote model allows us to serve clients in all states across the United States, providing seamless access to expert guidance no matter where your journey takes you. We combine integrity and excellence with a forward-thinking approach, setting a new standard in wealth creation.
Life First,
Money Second:
We build strategies that give you the freedom to pursue your passions and invest in experiences, not just possessions.
Precision
Investing:
Forget generic ETFs and mutual funds. We believe in targeted investing. Our customized portfolios offer selected stock opportunities, tailoring your investments for maximum impact and exceptional returns.
Live Now, Plan for
Optionality:
Don't wait for retirement to live your life. Our approach helps you create a financial plan that allows you to pursue your passions and seize opportunities today, while also building a secure and flexible future. We plan for your optionality.
One-time Financial Checkup
If you are not ready to commit to a relationship with a Financial Advisor and you are in the process of building wealth and need guidance, you can make an appointment for 1-1 meetings.
Sometimes, you just have a one-off situation that you need to resolve. This could be anything from creating a one-time financial plan to conducting a comprehensive review of your existing investments. Our services include guidance on digital assets and investing, selecting appropriate investment platforms, assessing portfolio risk, analyzing tax strategies, and exploring Roth conversion options, as well as reviewing your student debt loans.
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We recognize how essential it is to begin investing in yourself and your future. That's why we offer Life/Wealth Coaching: a fixed monthly fee, unlike traditional percentage-based asset management. Boost your asset growth by joining our program for a fraction of the cost. We believe in you, and when you succeed, we succeed.
Life/Wealth Coaching
The Path to Your First $500,000
Are you an ambitious entrepreneur in your 20s, 30s, or 40s looking to build lasting wealth and avoid future financial regrets? NewGen Wealth Creation is here to help you start strong and lay a solid foundation for a lifetime of financial independence. Our services are for you if:
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You are a current/aspiring business owner
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Your income is greater than $150,000/year
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You have young children and/or are hoping to start a family in the near future
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You feel as though you are being reactive instead of proactive with your finances
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You have life transitions on the horizon - changing jobs, upgrading a home, growing your family, etc.
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You want a single point of contact for your financial life that can communicate with all other experts (CPAs, estate attorneys, life insurance agents, etc.)​​
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NewGen will make sure that your questions are answered with the right context while taking into account your long term goals. All questions are answered thoroughly and quickly. We spend our time really digging into increasing your knowledge and comfort with personal finance. Feel ready to improve your financial life?
Comprehensive Wealth Plan and Ongoing Support
What's your definition of "Rich"? It goes beyond just money at NewGen Wealth.
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At NewGen Wealth, we define "living richly" as having the financial freedom to pursue your passions, whether you're an ambitious professional seeking an earlier retirement or nearing retirement and ready to explore personal passions and family priorities. We partner with all individuals striving for intentional wealth management, from emerging professionals building their net worth to established entrepreneurs seeking a holistic financial approach.
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Our wealth strategy prioritizes protecting your capital, minimizing risk, and generating sustainable growth so you can achieve your long-term goals, whatever your definition of a rich life may be.
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Our clients are all unique, but they share a common thread: they are purpose-driven individuals and families who approach financial planning with a clear vision and an intentional wealth strategy – one that prioritizes sustainable growth that goes beyond just increasing investment values.
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Learn more about how we can help you achieve your definition of "living richly."
