Let's work together to help make your investment goals a reality!
Gary Vogelgesang, CFP®, CRPC®
PRINCIPAL
For over 25 years, I have been working with clients to help develop their personal financial plans and portfolio strategies. Most recently, I was a Senior Financial Consultant at Charles Schwab for over 16 years, with over $400MM of assets under advisement. I have also been a Financial Advisor with Fidelity Investments and several regional Bank Trust departments. I am currently a member of the Worthington Estate Planning Council in efforts to stay current with the latest developments and planning techniques.
I founded New View Wealth Advisory in order to offer clients a new perspective on their finances and future possibilities. My goal is to develop close relationships with all of the families that I serve and assist them with holistic multi-generational advice. I have developed a roster of professional advisors that I work with closely when additional assistance is needed for clients with in-depth tax planning or legal services.
Over my career, I have had the opportunity to work in partnership with many of the foremost money managers in the country. However, I saw that some asset managers were using the same cookie-cutter approaches and not truly listening to their client’s needs. My aim is to offer concierge service to a limited clientele, who gain my attentive service and a carefully-constructed plan.
In my free time, I enjoy spending time with my family and staying active. I have a daughter in college and a son in high school. My wife also works outside of the home. When not working with clients or researching the markets, I can often be found working on a house project or training for my next triathlon.
PRINCIPAL
For over 25 years, I have been working with clients to help develop their personal financial plans and portfolio strategies. Most recently, I was a Senior Financial Consultant at Charles Schwab for over 16 years, with over $400MM of assets under advisement. I have also been a Financial Advisor with Fidelity Investments and several regional Bank Trust departments. I am currently a member of the Worthington Estate Planning Council in efforts to stay current with the latest developments and planning techniques.
I founded New View Wealth Advisory in order to offer clients a new perspective on their finances and future possibilities. My goal is to develop close relationships with all of the families that I serve and assist them with holistic multi-generational advice. I have developed a roster of professional advisors that I work with closely when additional assistance is needed for clients with in-depth tax planning or legal services.
Over my career, I have had the opportunity to work in partnership with many of the foremost money managers in the country. However, I saw that some asset managers were using the same cookie-cutter approaches and not truly listening to their client’s needs. My aim is to offer concierge service to a limited clientele, who gain my attentive service and a carefully-constructed plan.
In my free time, I enjoy spending time with my family and staying active. I have a daughter in college and a son in high school. My wife also works outside of the home. When not working with clients or researching the markets, I can often be found working on a house project or training for my next triathlon.
Seven Lakes, NC 27376
Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. New View Wealth Advisory LLC is independent of Sigma Planning Corporation. Form CRS
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.
The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.
The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.