Helping Entrepreneurs & High-Income Earners Plan for What Matters Most

Liquidity event coming up? Major decision on the horizon? We turn complex wealth into confident action.

Kevin Newbert, CFP® in a navy blue suit, white dress shirt, and a plaid tie, smiling indoors with a blurred background.

Kevin Newbert, CFP®

Helping clients answer questions like…

How do I manage a major liquidity event in a tax-efficient, strategic way?

How can I reduce future tax burdens and prepare my family for what comes next?

How do I build a long-term plan that aligns with my family values?

Am I taking the right amount of risk—and for the right reasons?

How can I reduce future tax burdens and prepare my family for what comes next?

What We Do

Your financial life is interconnected, so our approach is, too. We help you simplify decision-making and build a clear strategy across the areas that matter most:

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Exit & Liquidity Planning

Business sale prep, pre-transaction modeling, tax mitigation

Real Estate Planning

Cash flow modeling, vacation home transfers, cost segregation

Investment Management

Public/private market oversight, direct investing guidance

Estate & Legacy Planning

Trust structure evaluation, asset titling, family education

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Tax & Income Strategy

Roth conversions, income smoothing, gifting timing

Charitable Giving

DAF setup, strategic philanthropy, impact planning

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Portrait of Kevin Newbert, CFP® with short dark hair, wearing a navy suit, white shirt, and a checkered tie, smiling in an indoor professional setting.

Meet Kevin Newbert, CFP®

Kevin is a Financial Advisor at Ausperity Private Wealth, where he works with business owners, senior executives, and high-income professionals to navigate complex financial decisions with clarity and purpose.

With a background in managing multi-billion-dollar portfolios, co-founding and selling a real estate investment firm, and advising entrepreneurs through major liquidity events, Kevin brings both technical expertise and firsthand experience to every conversation.

Start Planning with Clarity and Confidence

Wherever you are in your journey — navigating a big decision, preparing for a sale, or just needing a second opinion — we are here to help you move forward with purpose.