Our Services

New Heights Solutions offers two main services to RIAs; Virtual Assistance and Technology Consulting.

Both services are designed to help financial planners focus on growing their practice while spending less time on time-consuming tasks.

Founded by a financial planner, New Heights is best suited to help other advisors.  We have expertise with programs such as eMoney, Wealthbox CRM, RedTail CRM, DocuSign, PreciseFP, and more.

Read more: Virtual Assistance                          Read More: Technology Consulting