In these uncertain changing times, wealthy individuals and families need a higher level of professional financial and investment guidance to achieve their goals, preserve their lifestyle and secure the future for themselves and their families.

Our vision is that this higher level of financial guidance is best delivered by principals who have themselves successfully navigated these issues and challenges – and whose interests are aligned with their client partners.

With decades of experience, financial expertise and a disciplined, research-driven philosophy, New Vernon Wealth Management empowers clients to achieve lasting financial success. Our boutique size allows for deeply personal service, while our institutional expertise delivers world-class results.

We have built our firm on a foundation of trust, deep market insight and unwavering integrity. Our long-term performance has preserved and built wealth for our clients. We invest our clients’ capital just as we invest our own.

Since we do not take commissions from financial providers, we are keenly client-success driven. Our success is driven by growing the value of our client’s portfolios. No wonder we have multi-generational relationships that endure, with very low client turnover.