At New Heights Solutions, we partner with Independent, Registered Investment Advisor (RIA) firms and Financial Planners to provide back-office solutions such as virtual assistance and paraplanning.
Our mission is to help you spend more time with your clients, or your family, by handling the more time-consuming activities in your business.
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.
Paraplanning
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!
High-Quality Admin and Operational Work
We love working with Tracy and Dan. They help us improve our processes. They do high-quality administrative and operational work. They interact with our clients around logistical issues professionally and personably. When we ask them to take on a workstream, we don’t have to think about it again since we know it’ll be done well.
Having such great support lets us focus on our clients, meeting their needs, and enriching their lives. It means we do more of the work we love and in turn, Tracy and Dan, help us build our firm. We think of them as members of our team and are always happy when we see their names in our inbox or on our caller ID.
Building Workflows
Dan has been incredibly helpful with systematizing my new client onboarding procedures. Between all of my software and transferring accounts, there seems like a million things that need to be done. Dan helped me build out workflows and sub-workflows in my CRM to ensure everything is completed in a consistent and timely manner. I feel so much relief in having everything in the CRM with different steps for Dan and me to complete instead of it all swirling around in my head.
A Game-Changer
Discovering Dan Kellermeyer was pretty much a game-changer for The Art of Finance. Dan and New Heights Solutions bring the financial savvy you’d expect from a CFP, but without the requirement of a full-time hire. They’ve always been extremely quick, thorough, and flexible. And knowing that they can customize their service to my firm’s approach, style, and language has been amazing. They’re a powerful hack for the small-but-growing RIA!
Rather than dreading operational tasks, I now enjoy collaborating with Maria
Back Office Support
I have outsourced my back office work to other firms, but decided to use NHS exclusively because of the great work they do. The team at NHS is top notch and I feel comfortable relying on them to support my firm and clients. I’ve had nothing but a positive experience with them and cannot recommend them highly enough.
Truly a Great Experience
I have been working with Dan & Tracy of New Heights Solutions LLC since September 2017 and it has truly been a great experience. Dan & Tracy were one of the first hires I made for my firm, and as many new firm owners know, making the right early hires to your firm is difficult, nerve wracking, but also very important. I was in desperate need of administrative help and was also looking to document and formalize my firm’s operations processes. Dan & Tracy have extensive knowledge of the financial planning industry and the common software / systems that planners use. Because of this, they were able to come in and help from Day 1, which of course was extremely valuable not having to train a new employee on all of the systems.
I strongly recommend Dan & Tracy to any financial planners looking for administrative and operational support!
Let's Get Started
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