Personalized Investment Plans

Value Investment Philosophy

Peace of Mind

Your Trusted Wealth Managers Since 1972

New Vernon Wealth Management is a SEC registered investment advisor and successor to SF Investment Advisors - which has for decades served the investment needs of private clients, family offices, retirement plans, trusts, and institutional investors.

Our focus is on building trusted, long-term relationships with individuals, families and institutions by providing personalized investment advice and personalized service that preserves, protects and grows their wealth.

Since our founding, we have developed long-standing multi-generational relationships that endure to this day.

As a fee-only wealth advisor we have no conflicts with our clients and our sole mission and purpose is to serve our clients' investment and financial needs.