New Vernon Wealth Management (NV-WM) is an SEC registered investment advisor and successor to SF Investment Advisors - which has for decades served the investment needs of private clients.
Our firm was founded in 1972, became a registered Broker/Dealer in 1973, and a Registered Investment Advisor since 1993.
Our focus is on building trusted, long-term relationships with high net worth individuals and families by providing personalized investment advice and service that preserves, protects and grows their wealth.
Since our founding in 1972 we have developed long-standing, multi-generational relationships that endure to this day.
As a fee-only wealth advisor we have no conflicts with our clients and our sole mission and purpose is to serve our clients' investment and financial needs.