Builders Financial Corporation

New View Wealth Advisory is an independent, fee-only investment advisory firm based in West End, NC. Operating without commissions from selling financial products, the firm aligns its interests directly with clients, focusing on portfolio growth and acceptable risk levels. They offer comprehensive financial planning and investment management services, independent of Sigma Planning Corporation.

The firm's philosophy is rooted in a contrarian mindset, guiding clients to navigate market fluctuations by taking appropriate actions at opportune times. They emphasize understanding clients' overall 'life goals' in addition to their financial objectives, acting as an advocate for a fulfilling life through informed insights gained from years of experience.

New View Wealth Advisory outlines a structured process for investment management, including defining objectives, confirming asset allocation (domestic or global, including ESG preferences), formulating custom strategies with various building blocks like mutual funds and ETFs, and implementing action plans. Regular performance and strategy reviews ensure ongoing alignment with evolving client needs and market conditions, reflecting a commitment to education and transparent rationale.