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.

Let's Get Started

Before booking a consultation, take our short quiz first to see if you're a good fit for our services.  We want to make sure our relationship has the best chance for success!