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Matthew Mullowney

Matthew
Mullowney

New Aspect Financial Services, LLC

CRD#6253631
Investment Advisor
in Napa, CA

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About this Advisor

For the last five years, Matthew Mullowney has worked with high-net worth business owners, families and individuals who seek holistic wealth management with a white-glove service approach. Mullowney, who is currently a financial advisor at the Napa, California-based firm New Aspect Financial Services, LLC, specializes in guiding high-net-worth clients through complex financial decisions and estate planning issues. He also offers retirement planning, investment planning and wealth management. Mullowney says he creates customized investment strategies for his clients based on the challenges and opportunities presented by the unique dynamics of their families and businesses.

The most common mistake that Mullowney sees investors make is failing to realize the importance of budgeting for both investing and spending. Mullowney says he strives to educate his clients and to help them manage diversified risk and their market-tied emotions. He manages risk in his client portfolios through Core-Satellite accumulation models and strategic multi-phase income solutions. He communicates with his clients two to four times a year.

Generally, Mullowney prefers his clients to have at least $500,000 in investable assets, though he principally requires a commitment to the financial planning process. His clients are predominantly located in the North San Francisco Bay area, but he also serves clients as far as the East and South Bays. He can also serve clients in Illinois, Oregon, Texas, Michigan and Utah.

He is a fee-based financial advisor and charges clients an average of 1% of their assets under management. In addition to financial advisory services, Mullowney is also a registered representative of a broker-dealer and an insurance agent. To better serve his corporate customers and business owners, he obtained a certified plan fiduciary advisor (CPFA) designation. He also holds Series 7 and Series 66 licenses.

Certifications and Registrations

CPFA, Series 7, Series 66

Years of Experience

5

Services Offered

Retirement Planning, Investment Planning, Wealth Management

Fee Structure

Fee and commission

Fiduciary

Yes

Disclosures

0

Office Location

1475 4th Street
Napa, CA

Phone Number

(707) 346-7601

Advisor Certifications and Licenses

CPFA

Series 7

Series 66

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Investment Advisory Services

  • Retirement Planning
  • Investment Planning
  • Wealth Management

Matthew Mullowney Work History

Matthew has 5 years of experience.

2016 - Present (2 years)

New Aspect Financial Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2013 - 2014 (1 year)

Edward Jones

Disclosures

Matthew has no disclosures.

Please visit his SEC profile for more details.

This content was compiled from the SEC and FINRA.

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