Our Story
Built by entrepreneurs
for entrepreneurs
We built the family office we wished we had — one that sees the whole picture, speaks plainly, and is invested in your outcome, not just your assets.
Vision & Mission
Our Vision
“Our vision is to help the righteous increase, so the people can flourish.”
Our Mission
“Serve the few. Teach the many.”
Our Belief
“What we do in life, echoes in eternity.”
We believe wealth
is a responsibility
At New City Family Office, we operate from a conviction that building wealth with integrity is a calling — and that prosperity, managed wisely, creates a ripple that reaches far beyond any one family.
We’re not here to manage assets in isolation. We’re here to help purpose-driven families make decisions they’re proud of — decisions that echo across generations.
Integrity in everything
We operate as fiduciaries — always. No commissions, no product sales, no conflicts. Your interests are the only interests we serve.
Whole picture thinking
Investments, taxes, business, legacy, and giving are not separate conversations. They are one conversation — and we lead it.
Generational vision
We think in decades, not quarters. Every strategy we build is designed to serve your family today and the generation that follows.
Technology-forward
We combine institutional expertise with modern technology — giving you real-time visibility, proactive insights, and a team that moves at the speed your life demands.
Our Story
The family office
we needed
“We looked around and realized the family office model was broken — fragmented advisors, misaligned incentives, and no one actually seeing the whole picture. So we built something different.”
New City Family Office was founded by a team of entrepreneurs who had navigated complex wealth themselves — business exits, real estate portfolios, liquidity events, estate transitions. We knew firsthand what it felt like to have smart advisors who never talked to each other.
So we built a firm organized around the client’s complete financial life. Not just the portfolio. Not just the tax return. The whole picture — investment strategy, tax planning, business advisory, legacy architecture, and philanthropy — integrated under one roof, led by one team, driven by one purpose.
We are a team of entrepreneurs building the family office we need.
Meet the team
The people behind
your whole picture
A collective of credentialed professionals, seasoned entrepreneurs, and dedicated advisors — united by a common belief that families deserve better.
Founding visionary of the firm and architect of the Whole Picture Wealth Management model. Justin leads the team’s strategic direction and oversees client relationships at the highest level.
Justin Cramer
Founder, Chief Wealth Officer
Leads firm-wide strategic initiatives and client engagement. Collin ensures that every client relationship is built on a foundation of clarity, trust, and long-term planning.
Collin Jones
CEO
Specializing in complex tax planning and client success.
Yohaan Varghese
Head of Tax
Operations leadership driving firm efficiency and client communication.
Sarah Howington
Director of Client Operations and Executive Assistant
Ensuring clients are served with excellence and thought partner for integrated client strategies.
Haven Voorhees
Director of Client Planning and Services
Building new software and solutions for clients, and helping run the firm.
Nathaniel Anderson
Director of Operations and Marketing
Investment & Portfolio Team
Andrew Manton
Chief Equity Strategist
Senior Portfolio Manager
Nathan Willis
Director of Portfolio Strategy
Senior Portfolio Manager
Pete Klingelhofer
Director of Research
Senior Portfolio Manager
Streeter Wiatt
Research Analyst
Global Equities
Cole Pearson
President,
OneAscent Investment Solution
Private Markets & Strategic Partners
John Siverling
Director of Private Markets & Impacts, Advocacy
Martin Wildy
Co-Founder & Partner
Investment Research Partners
Steve Dauphin
Founding Partner
Bonaventure Capital
Derek Varner
Partner
Investment Research Partners
What Sets Us Apart
A different kind of
wealth partner
Pure Fiduciary Standard
We are legally and ethically bound to act in your best interest — always. No commissions, no product incentives, no hidden fees. 100% independent, fee-only advisory.
Whole Picture Integration
Every advisor under one coordinated strategy. Investment, tax, business, legacy, and philanthropy all working together — not in silos.
Entrepreneur-Built
Our team has lived through the same complexity you face. We speak the language of business owners, operators, and families navigating significant wealth — because we are them.
Institutional-Grade Access
Alternative assets, private markets, and investment strategies historically available only to endowments and sovereign wealth funds — now accessible to our clients.
Top Talent Collective
CFA®, CAIA, CKA®, and CPA-credentialed professionals across every discipline — working as one team with one goal: your family’s long-term flourishing.
Legacy & Purpose-Driven
We help families who believe wealth is more than a number. Our planning integrates your values, your giving, and your vision for the people and causes that matter most.
New City Family Office offers investment advisory services through OneAscent Family Office LLC. OneAscent Family Office LLC (“OAFO”) is an investment advisor located in Alabama. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by OAFO) or product made reference to directly or indirectly by OAFO in its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
Where We Are
Three locations.
One standard.
Wherever you are in your journey, our team is available across offices in South Carolina, New York, and Colorado.
Myrtle Beach
South Carolina
New York City
New York
Golden
Colorado
Mailing Address:
Sovereign Family Office 1113 48th Ave N Ste 119 Myrtle Beach, SC 29577-5441 USA
Contact Us:
+1-843-655-1166
team@newcityfamilyoffice.com