Hernández, former executive director at J.P. Morgan Wealth Management, serves high-net-worth and ultra-high-net-worth families, as well as entrepreneurs, corporate executives, and institutional investors.
Through NewEra Wealth, Hernández is creating a highly personalized, family office-style experience that offers clients exclusive access to carefully selected private investment opportunities while leveraging cutting-edge technology to enhance outcomes, Bolton stated in a press release.
“NewEra Wealth is built on the principles of integrity, independence, and innovation. By partnering with Bolton Global Capital, we can provide our clients with top-tier resources and a truly independent platform that allows us to focus solely on their best interests,” said Hernández.
“Partnering with Bolton Global allows me to focus on gathering and managing assets without the high costs, risks, and operational complexities of running an RIA. They handle those responsibilities in a more cost-effective way,” he added.
As part of Bolton Global Capital‘s network of independent advisors, NewEra Wealth will offer comprehensive wealth strategies tailored to each client’s unique financial situation, according to the firm’s statement. The company’s offerings include investment management, corporate and retirement cash management, capital markets advisory, and sophisticated estate planning solutions.
“Víctor has an outstanding track record of delivering exceptional value to his clients. His leadership and expertise make him an ideal partner for Bolton Global Capital, and we are excited to support NewEra Wealth in redefining the client experience in independent advisory services,” said Steve Preskenis, CEO of Bolton Global Capital.
With a degree in finance from Bentley University, Hernández most recently ran his own registered investment advisory firm, has over 20 years of experience, and brings extensive knowledge in investment management. During his tenure at J.P. Morgan, he managed over $600 million in assets, according to Bolton. He also holds an international MBA from IE Business School in Madrid, Spain.
His achievements have been recognized by the industry, earning him multiple Forbes rankings as the top wealth advisor in the state, recognition as one of the best next-generation wealth advisors in the U.S., and features in Fortune magazine.
