It all started in the early 90s when a CPA and tax advisor noticed that many of their tax clients were paying too much money in high fees and commissions to their brokers, and the brokers clearly did not have the client’s best interest in mind. Many portfolios were mismanaged, high cost, not tax-efficient, and not diversified – and clients were not getting the best results, or best service possible.
This CPA decided to do something about it.
It was clear that they could offer a much more holistic service that was fee-only and had the client’s best interests at heart. They had a colleague in the industry who also ran a tax office, who was knowledgeable in tax, but what made this colleague unique was he was highly educated and skilled in investing. He led investment seminars educating the public on no-load portfolios.
After approaching their colleague, they determined that they could offer superior portfolio management that was personalized, lower cost to the clients, managed on proven fundamentals and integrated with tax-focused financial planning. This way the client could receive the benefit of their portfolio being managed with an eye to tax efficiency.
And so, New Century Investments was founded in August of 1995.
As a fiduciary, fee-only, financial advisor firm, New Century Investments and its advisors have been on the same side of the table as their clients from day one, and they don’t charge any commissions or receive any referral fees. This means that they are able to provide unbiased financial advice that is in the best interest of their clients.
In 2018, New Century Investments brought on its newest partner, Matt Ward. With a focus on enhancing the value of services provided to clients, he has been an asset to the company. Under Matt’s leadership, New Century Investments has continued to evolve, providing even more comprehensive wealth planning and investment management services to entrepreneur business owners, corporate executives, retirees, and pre-retirees in the Dallas-Fort Worth area and beyond.
What began exclusively as an investment management firm for tax clients has evolved into the full-service tax-focused financial management firm today.
New Century Investments is able to provide a complete financial solution for businesses and individuals, with a focus on minimizing taxes and maximizing returns. Tax preparation, bookkeeping, and financial statement analysis services are offered through Andrea Ward, CPA. Financial planning, tax planning, and investment management are offered through New Century Investments.
The New Century Investments team has the experience and expertise to help clients reach their financial goals. With over 90 years of combined experience in the financial services industry, they have the knowledge and skills to provide comprehensive wealth management services.
New Century Investments is a Registered Investment Advisor. They are also a proud supporter of the CFP® Board’s Center for Financial Planning. New Century Investments is committed to providing the highest level of service to their clients. They are available to answer any questions and address any concerns that their clients may have.
Matt Ward is a financial advisor and the president of New Century Investments, an independent investment advisory firm serving business owners, pre-retirees, and retirees in the Dallas-Fort Worth area and beyond. Matt is passionate about integrating investing, planning, and tax management into a holistic approach. Matt’s breadth of knowledge and experience in both taxes and investment management sets him apart, giving him the ability to design, advise on, and manage business strategies, tax efficiency, and retirement planning. He is known for his care and attention to detail and works hard to develop personal relationships with each of his clients so they can benefit from his customized service and guidance. He loves walking with his clients through their financial journey, supporting them and celebrating with them as they reach their goals.
Matt graduated from Texas Tech University with a bachelor’s degree and is a certified financial planner™ and chartered retirement planning counselor℠ professional. When he’s not working, you can find Matt hiking, playing the guitar, and spending time with his family. To learn more about Matt, connect with him on LinkedIn!