Business Details
4 Years
experience
Your Trusted Financial Planning Partner in West Chester, PA
At New Wealth Project, we specialize in empowering busy parents and mid-career professionals to achieve financial confidence and balance. Our team of certified financial planners delivers personalized strategies through a structured four-session process, focusing on cash flow management, investment planning, and protective measures tailored to individual priorities. With decades of combined experience in wealth management, we operate as fee-based fiduciaries, ensuring every recommendation aligns with clients' best interests.Our approach emphasizes clarity, accountability, and long-term financial growth, supported by ongoing advisory services for continuous plan implementation. By prioritizing client education and intentional decision-making, we help individuals navigate complex financial landscapes while maintaining focus on life's most important goals.
Services
Financial Planning
Investment Management
Retirement Strategy
Estate Planning
Cash Flow Analysis
Wealth Coaching
Details
- Year established: 2022
Highlights and features
- We are fee-based fiduciary advisors committed to your best interests
- Our team includes Certified Financial Planners with decades of industry experience
- We deliver personalized financial roadmaps, not one-size-fits-all solutions
- Our four-step planning process ensures comprehensive wealth management
- Ongoing advisory support evolves with your changing life priorities
Services
Financial Planning
Our comprehensive financial planning service creates personalized roadmaps for families and professionals. Through four structured sessions, we prioritize goals, develop cash flow strategies, and establish protective measures. Certified advisors focus on aligning money decisions with life priorities while providing ongoing implementation support.
Investment Management
Tailored investment solutions match individual risk profiles and financial objectives. Our CFA-certified professionals design diversified portfolios using modern strategies while maintaining fiduciary responsibility. Regular reviews ensure alignment with evolving market conditions and client goals.
Retirement Strategy
Specialized retirement planning addresses unique needs of mid-career professionals. We develop phased withdrawal strategies, tax-efficient income plans, and contingency measures. The process ensures financial independence while maintaining quality of life throughout retirement years.
Estate Planning
Essential estate planning services protect family assets and ensure legacy preservation. We coordinate legal documents, insurance coverage, and contingency plans. Our approach simplifies complex processes while addressing both immediate protection and long-term wealth transfer needs.
Wealth Coaching
Ongoing financial coaching provides accountability and decision-making support. Certified coaches address behavioral aspects of money management through regular check-ins. This service helps maintain progress toward financial goals while adapting to life changes and market fluctuations.
People
Owen Mulhern
Partner, Wealth Coach
Creative financial coach specializing in strategic planning with 15+ years experience. Balances family life with community involvement as lacrosse coach and country club board member.
Jeff Mastronardo
Partner, Wealth Coach
Relationship-focused advisor known for honest guidance. Active in local sports communities through youth coaching and family event participation.
Mike Traynor
Partner, Investment Officer
30-year investment veteran with leadership roles at Vanguard and Susquehanna. Holds CFA designation and MBA from Villanova. Specializes in portfolio management and strategic decision-making.
Meghan Tait
Partner, Wealth Coach
Recognized for simplifying complex financial concepts. Experienced global traveler who applies international perspective to client advisory services.
Kevin Janiec
Wealth Coach
Passionate about aligning financial decisions with personal values. Published author of children's financial literacy book. Active in local community through youth sports coaching.
Questions
What financial planning services do you offer?
We provide four core services: Cash Flow Roadmap, Capital Growth Formula, Protection Solution, and ongoing advisory programs. Each addresses specific aspects of comprehensive wealth management.
How does your planning process work?
Our four-step process begins with goal prioritization, followed by cash flow strategy, investment planning, and protective measures. Each phase builds toward comprehensive wealth management.
Are you fiduciary financial advisors?
Yes, we operate as fee-based fiduciaries registered with the SEC. Our recommendations always prioritize client interests over product sales or commissions.
What experience do your advisors have?
Our team includes Certified Financial Planners with decades of combined experience. Investment partners hold advanced degrees and CFA designations from top institutions.
Do you work with remote clients?
While based in West Chester, we serve clients nationwide through virtual meetings and digital planning tools while maintaining personalized service standards.
How are your fees structured?
We use transparent flat fees for planning sessions ($500 each) with optional ongoing advisory programs. No hidden charges or product commissions ensure objective recommendations.
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