Secure File Sharing

Information Security

We request certain sensitive information in order to provide personalized financial planning and asset management services. As an investment adviser firm registered with the Securities Exchange Commission (SEC), we are bound by professional standards of conduct considered to be more stringent that those normally required by law. Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us. We are committed to ensuring that your privacy is protected and will handle any information you provide as strictly confidential.

Personal Mission Builder

Submit Your Materials

The items we request may be shared with New Wealth Project by any of the following methods.

  • Upload files digitally (e.g., PDF or JPG) to our Secure Cloud Drive at http://bit.ly/share-nwp
  • Attach digital files for delivery by email to Service@thenewwealthproject.com
  • Alternatively items may be delivered in-person or by mail to our office:

    The New Wealth Project

    940 E. Boot Road, Suite 101

    West Chester, PA 19380

Materials We Request

Prior to our first session together, we request that you provide us any applicable items from the list below.  By permitting us to obtain such information we are better equipped to provide you with personalized advice and information to help you meet your specific financial objectives.  Access to this information in advance of our meeting allows our team to make the preparations required for this complimentary session.  As a result, we are able to make the most efficient use of our time together during this initial engagement. 

The materials we request for our Personal Mission Builder engagement include the following. 

  • Completed Personal Mission Builder (PMB) Worksheet [Click Here to Download PMB Worksheet]
  • Most recent paystub and/or details for all sources of income
  • Recent statements for financial accounts, such as bank, brokerage, retirement, and 529 plans
  • Most recent Federal Income Tax Return (1040)
  • Copies of any legal documents including Wills, Living Wills, Durable Powers of Attorney
  • Details for any existing insurance policies (such as life insurance or any employer group coverage)

Ready to Get Started?

Ready to Get Started?