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Office: (707) 346-7601

Fax: 415-276-3039

1475 Fourth Street

Napa, CA 94559

info@newaspectfs.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

Securities and investment advisory services offered through Osaic Wealth, Inc., Member FINRA/SIPC . Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here independent of Osaic Wealth. New Aspect Financial Services and Osaic Wealth, Inc. are not affiliated.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MN, MT, NC, NE, NJ, NM, NV, NUY, OH, OR, PA, SC, TN, TX, UT, VA, WA, and WY . No offers may be made or accepted from any resident outside the specific state(s) referenced.

Office Locations:

1475 Fourth Street, Napa, CA 94559
1500 Grant Avenue, Suite 314, Novato, CA 94945

Karin Alvarado, CFS, CPFA, California License #0D33154, Senior Partner and a founder of New Aspect Financial Services.

Shawn Campas, CFP®, California License #0B94742 Managing Partner and a founder of New Aspect Financial Services

Chadwick Clarke, CPFA, FPQP, California License #4052027.

Geoffrey Aden, Registered Principal and California License #0A95948.

Office Locations:

1475 Fourth Street, Napa, CA 94559
1500 Grant Avenue, Suite 314, Novato, CA 94945