About New Perspective Wealth Management

Welcome to New Perspective Wealth Management where we provide honest, unbiased investment advice and wealth management for everyone, from young professionals to high net individuals, retirees, and small business owners. We are a fee-only advisor firm, which means we don’t sell financial products to earn a commission. We work for our clients, not a corporate agenda, as we operate in an independent, objective environment, free of sales incentives and quotas.

Client Commitment

At New Perspective Wealth Management, our goal is to help improve your life through a comprehensive approach to financial planning and wealth management that embraces holistic planning, education, regular communication and the implementation of strategies that place your interest first.

Our fiduciary commitment to you is to provide thoughtful insight, honesty, and caring service.  These are elements we consider essential to building lasting and mutually rewarding relationships.

  • As an independent Registered Investment Advisor, we enjoy the freedom to place your best interest first.  This ensures our advice, recommendations and strategies are fully aligned with your goals and objectives.
  • Our relationship with you is based on honesty, trust, respect, and our ongoing commitment to your success.
  • We educate you, helping to empower you to make well informed decisions about your financial future.
  • We develop personalized strategies, unique to your needs and aligned with your individual or business goals and values.

(816) 729-2753

“The only way to avoid mistakes is not to invest - which is the biggest mistake of all.” Sir John Templeton

Have any questions?

I am located in St. Petersburg, FL and the Kansas City, MO area throughout the year, however, we work with clients throughout the United States. If you’re looking to simplify your complicated financial life, we are here to help. If you are interested in a conversation, meeting, portfolio review or other information, please call, e-mail, or fill out the following form: