At New Heights Solutions, we partner with Registered Investment Advisor (RIA) firms and Financial Planners to provide multiple, back-office solutions from virtual assistance to paraplanning to business process and technology consulting.

Our mission is to work with you and your firm to maximize the efficiency of your business processes and technology.

What We Offer

Virtual Assistance

Our Virtual Assistant service ensures that you keep focused on growing your business.  We help take the mundane, low-return tasks off your plate so you can spend more time with your clients or family.


We use our expertise with the major financial planning software systems to efficiently load data and draft plans in your system, in your style.  A second set of eyes never hurts!

Business Process and Technology Consulting

Most advisors don’t spend time on documenting their business processes or making improvements to time-consuming workflows.  We help our clients find more efficiency in their practice.

Let's Get Started

If you're interested in learning more about our services, book your free, 30-minute consultation with us today!

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