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ABOUT US

New Way Wealth Management

New Way Wealth Management is a Fee-only, Fiduciary Registered Investment Adviser that provides personalized investment management to clients. We provide comprehensive and ongoing financial planning services to all of our clients. We specialize in providing tailored investment solutions to meet the unique needs of our clients. We have a deep understanding of the financial markets and are dedicated to helping our clients achieve their financial goals.

Our Team

Meet the Founder

Treston Headshot.png

Treston Donovan, CEO & Founder

Treston@nwwealthmanagement.com |

Phone: 801-707-2458

Treston was inspired to become a Financial Advisor by witnessing firsthand the unexpected challenges faced by successful professionals upon retirement. Despite prosperous careers, many struggle to maintain their accustomed lifestyles during retirement – a reality Treston firmly believes is avoidable.

 

Armed with comprehensive knowledge and experience, Treston is confident that achieving financial freedom and a quality retirement shouldn’t be a daunting endeavor for those who’ve enjoyed a successful career. Yet, this notion seems far-fetched for many, owing to a widespread lack of education and an industry culture steeped in convoluted language and complex, high commission products.

 

Treston founded New Way Wealth Management to challenge this status quo. Rejecting the self-enrichment practices and industry norms of transactional client relationships, he strives to align his success align his firms success with that of his client.


Treston aims to build lasting client wealth through transparent advising and long-term personalized planning rather than selling high commissioned products for short term personal gain.

 

His approach at New Way Wealth Management emphasizes education and the application of disciplined investment principles. Regardless of market conditions, Treston continuously strives to provide guidance based soley on the best interest of his clients. Focusing on long-term market trends and each individual clients’ goals rather than immediate, transient trends or high-commission generating sales opportunities.

 

Treston is in this industry to make a difference. His mission is to help clients achieve thier financial goals without compromising either their current lifestyle or future retirement plans. His commitment to transparency, education and long-term planning makes him a reliable partner in your journey to and through retirement.

Get in touch

We are here to assist. Contact us by phone, email or via our social media channels.

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