New Century Investments

New Century Investments is a wealth management firm in Fort Worth, TX, located at 5740 Boat Club Rd Suite 100. The firm specializes in investment management, financial planning, retirement planning, small business retirement plans, and wealth advisory services for individuals, families, and businesses. It holds a 5.00 rating based on customer reviews.

The firm was founded in 1995 by a CPA and an investment advisor who sought to provide a fee-only, no-load alternative to commission-based brokerage services. As fiduciaries, the team of CPAs and CFP® professionals prioritizes the client’s best interests, aligning their own investments with those they recommend by investing in the same ETFs and mutual funds. They collaborate with CPAs and estate attorneys to develop comprehensive financial strategies that balance risk, reward, and tax efficiency. Their approach focuses on long-term prosperity through expert planning and goal setting, helping clients maximize after-tax wealth. The firm offers personalized solutions to streamline the complexities of managing investment affairs, assisting clients with portfolio management, performance tracking, and financial statement interpretation.

New Century Investments maintains a client-first philosophy, adhering to strict ethical standards and providing consistent communication to ensure clients remain informed. Their expertise in financial markets and tax law allows them to create superior, clear financial strategies that promote financial freedom and independence. The firm is recognized for its positive rating from customers, reflecting the trust placed in its fee-only, fiduciary model.

New Century Investments combines decades of expertise in tax and investment management to serve the Fort Worth community with integrity and clarity.

The firm is situated on Boat Club Road, just a short distance from Station 13 and Small Park @ Pool, both approximately half a mile away. It is also near Greenfield Elementary School and Ed Willkie Middle School, which are about 0.8 miles distant.

BizScoreAI awarded New Century Investments a Performance score of 80 out of 100. This rating reflects how quickly the website loads, which keeps visitors on the page and is one of the factors search engines use in ranking.