ONE team. Complete wealth management.
New Albany Wealth Partners
180 Market Street
New Albany, OH 43054
New Albany Wealth Partners podcast library
Our definition of wealth management
We believe that wealth, when thoughtfully managed, can help you achieve your goals and change your life for the better.
Whether your goals include business succession planning, tax-efficient retirement income, the long-term care of aging parents or a multigenerational estate plan, we deliver the comprehensive plan, customized strategy and dedicated service to see them through. With decades of experience during many market cycles and a consistent and repeatable investment process, we are well-positioned to provide the answers you need to make your wealth work more powerfully for you.
Our comprehensive advice works harder for you
- Asset allocation
- Portfolio analysis
- Risk evaluation
- Investment approach
- Wealth enhancement, including cash flow, tax minimization and liability managment
- Wealth transfer
- Wealth protection
- Charitable giving
- Regularly scheduled calls, reviews and in-person meetings
- Access to legal, tax, insurance and investment advisors
Charles Dankworth has been recognized as an industry leader.
- Barron’s Top 1,200 Financial Advisors, 2020, 2019, 2018, 2017, 2016, 2015, 2014
- Barron’s Top 1,000 Financial Advisors, 2013, 2012, 2011, 2010
“At New Albany Wealth Partners, we’re focused portfolio managers and strategic financial planners. To our clients, there’s so much more to our relationship than investing and planning. They consider us their family ‘CFO,‘ a role we’re proud to own.”
— Charlie Dankworth