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
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 for our services. We want to make sure our relationship has the best chance for success!