At New Heights Solutions, we provide virtual assistance and practice management consulting to Registered Investment Advisor firms and Financial Planners.

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.

Practice Efficiency

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.

Technology Consulting

Not sure what CRM to use, or how to integrate your software solutions in the background?  We help RIAs make efficient use out of their technology.  We also help implement new tools that can help improve your workflows.

Let's Get Started

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

From the Blog

We love sharing tips on improving efficiency in your practice, the latest in technology, or other exciting news in the financial industry.  Be sure to check out the blog for more!

Operating a Virtual Business

Operating a virtual business can open up a lot of freedom, but working remotely does take some getting used to. Here are some tips on working from home and ensuring a great client experience.

10 Tasks Financial Advisors Can Outsource to a Virtual Assistant

Want to take some time-consuming tasks off your plate, but not sure where to start? Here are 10 tasks you can outsource to a Virtual Assistant right away.

Advisor’s Guide To The Best Online Meeting Scheduling Tools

If the back and forth of scheduling appointments is frustrating to you, or you just need a little extra time in your day, you should consider implementing an online meeting scheduling tool in your practice.

Top 5 Benefits of Using Zapier for Financial Advisors

What is Zapier? How do I use it? This post explores some of the top benefits of using Zapier in a financial advisor’s practice.