// New Aspect Financial ServicesFrequently Asked Questions
Answers to the questions we hear most often — across all three of our practice areas.
// Common QuestionsWe have answers
Our team at New Aspect provides a wide range of planning resources and services to help you reach your goals, including Wealth and Asset Management, Cash Flow and Tax Planning, Retirement Planning, Business Plans-401(k) & 403(b), Online Investment & Plan Monitoring, Institutional Investment Strategies, Optimal Income Distribution Planning, Advanced Planning & Wealth Transfer, and much more!
Our Private Wealth team guides individuals and families toward greater clarity and confidence through collaborative financial planning and evidence-based investment solutions.
Our Retirement Plans team guides employers in building and strengthening retirement programs that support their people, organizational goals, and fiduciary responsibilities.
Our Group Benefits team partners with organizations to create benefits programs that strengthen their business and support their people.
Taking the next step in your financial journey begins with a simple conversation. The most effective way to start is with a short introductory phone call. Contact Us here to make the first step towards collaborative partnership and your financial future.
Yes. As your trusted fiduciary partner, we act as your personal CFO, offering tailored, cost efficient portfolio strategies, holistic wealth management, and proactive guidance to help you navigate towards and achieve your long-term financial goals.
We have two offices located in Novato and Napa, California. We work closely with our clients no matter where they are located! Our scheduled outreach includes regular annual planning reviews, check-ins, ongoing education events, and our informative client newsletters. You can also count on a response within 24 business hours whenever you contact us with a question or concern.
Osaic Wealth, Inc. is a major U.S. wealth management firm that supports over 11,000 independent financial professionals managing hundreds of billions of dollars in client assets nationwide. Osaic Wealth, Inc. operates as a corporate and regulatory backbone, handling compliance, technology, clearing, and operations for independent financial advisors.
Our Private Wealth team partners with clients who have $500,000 or more in investable assets. This threshold allows our team to deliver comprehensive, tailored financial planning and wealth management.
// Let's ConnectReady to get started?
Taking the next step in your financial journey begins with a simple conversation. The most effective way to start is with a short introductory phone call.