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Plan with
confidence

New Way Prosperity Partners: Your Pathway to Financial Freedom.

At New Way Prosperity Partners, we believe your financial future is wide open and your opportunities limitless. With our professional guidance, security and clarity just come naturally. Trust us to help you develop your plan and navigate your path to prosperity, whether you are just starting out or ready to grow.

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Our Mission

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What We Do

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Our Team

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We recognize<br/>your current situation

We recognize
your current situation

Feeling overwhelmed by the confusing world of finance?

Feeling lost on the journey to financial security is quite normal, especially when faced with decisions that shape a strong financial plan. Topics such as budgeting, investment strategy, retirement planning, wealth management, and risk assessment can feel overwhelming. We help clients understand their financial situation, make smart decisions, and build a successful future, by providing options that make sense for the client’s individual situation and needs.

Our Solutions
BUILD & MAINTAIN YOUR FINANCIAL FUTURE

At New Way Prosperity Partners, we’re dedicated to helping you take that first step toward a stronger financial future. Whether you need support with budgeting, financial planning, investment strategies, retirement planning, or navigating other life events, we’re here for you. We start by discussing your current situation and understanding your financial goals. Next, we collect your information to gain a complete picture, and then we build a personalized plan to help you reach your objectives. It’s a proven process designed to deliver results and provide clarity over your future.

Planning


We provide personalized financial planning services designed to help you map out your long-term financial goals. Through a holistic approach, we analyze your assets, liabilities, income, and expenses to construct a realistic and actionable plan. Benefits: Achieve clarity, set achievable benchmarks, and prepare for major life milestones with confidence.

Investments


We offer strategic investment guidance, from risk assessment to portfolio optimization. Our experts identify suitable investment vehicles and diversify your assets to balance risk and reward. Benefits: Cultivate your wealth, mitigate market volatility, and pursue financial security through data-driven strategies.

Retirement


Prepare for your future with our retirement planning expertise. We assess your retirement needs and create a plan that includes income replacement, healthcare considerations, and lifestyle goals. Benefits: Retire confidently, maintain your standard of living, and secure clarity for yourself and your loved ones.

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A Team Dedicated<br/>To Your success

A Team Dedicated
To Your success

At New Way Prosperity Partners, we understand what it feels like to need to take that first step—we’ve been there, too. Our compassionate team is committed to guiding you through our three-step process to create a plan tailored to your unique needs and capabilities. Your success is our ultimate goal; we truly believe that we’re only successful when you achieve the financial well-being you deserve.

We Believe In
Partners > Clients


An in-depth discussion centered on your financial situation, including objectives, priorities, and challenges.

Modern Solutions
Using Modern Tools


Utilizing advanced tools, we perform simulations and evaluations to uncover possible opportunities and develop tailored strategies.

Decision-Making
With Assurance


We’ll share our analysis and recommend the most effective approaches to help you achieve your aspirations.

TAKE OUR INVESTMENT QUIZ

Understanding financial literacy is key to making informed choices about money, investments, and retirement planning. This quiz will test your grasp of fundamental financial concepts, such as budgeting, saving, credit, investing strategies, and future planning. Each question is followed by an answer and a brief explanation to help deepen your understanding and confidence in personal finance.

What Our Clients Say

Our method involves a clear, three-step procedure. We begin with an informational consultation, proceed to collect and review data, and then review options together for the best fit option to suit your needs.

"My wife and I had been looking for a Financial Advisor to cover all the retirement ideas that I came up with on my own.   I did a LOT of research, and I thought I had everything we needed.   New Way had so many ideas I had not thought of!   There were so many little details that I missed and many financial products that I didn’t even want to consider before I talked with New Way.    We eventually met in person but I was sold on New Way the first time we spoke on the phone. We ended up really connecting with all the team, when we first met.    Over the previous 2-1/2 years before I met New Way, I had interviewed 8 Financial Advisors but none of them met my needs, I didn’t feel the connection.   Now I feel like we are on track with our finances and retirement.  Thanks New Way"

Rob R, Software Engineer

"Eric (New Way) has been my trusted financial advisor for many years.  His expert direction has allowed us to not only be prepared for retirement, but even to retire early.  He created a balanced approach and always helps us refine it and adjust to market changes.  I always recommend to friends and family that are looking for financial planning services."

Chris and Melissa S, - Software Engineers

Eric is your guy! What stands out most is his work ethic and genuine care for the people he works with. He is the type of person who goes above and beyond to stay organized, provide clear communication, and handle challenges with patience. It’s easy to see why people feel comfortable turning to them when making important decisions.

I think anyone who knows Eric would agree that they’re reliable, knowledgeable, and truly committed to what they do. It’s rare to find someone who balances professionalism with authenticity so well, and that’s what makes them someone I’d feel confident recommending.

Alyssa L. - Chiropractor 

Client Centered

Frequently Asked Questions

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Financial Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.
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Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
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Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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How Will the Economy React to AI?

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?
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Making a Charitable Gift

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
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Don&#8217;t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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Assurance with
Every Step

We Connect and Get to Know you under assurance with every step

Step 1
Discovery

 

Step 2
Plan


Step 3
Execute


Let’s get started

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