New Albany Wealth Partners at UBS
“At New Albany Wealth Partners, we’re focused portfolio managers and strategic financial planners. To our clients, there’s so much more to our relationship than investing and planning. They consider us their family ‘CFO,‘ a role we’re proud to own.”
— Charlie Dankworth
We believe that wealth, when thoughtfully managed, can help you achieve your goals and change your life for the better.
Whether your goals include business succession planning, tax-efficient retirement income, the long-term care of aging parents or a multigenerational estate plan, we deliver the comprehensive plan, customized strategy and dedicated service to see them through. With decades of experience during many market cycles and a consistent and repeatable investment process, we are well-positioned to provide the answers you need to make your wealth work more powerfully for you.