While life is in motion, we provide steady stewardship – with confidence and clarity
Independence
Matters
A boutique, full-service investment advisory firm delivering tailored strategies to global clients through the world’s leading and most secure custodians.
A Full Service Premier Wealth Management Practice
As a premier financial advisor and wealth manager located in Miami, Florida, NewEra Wealth Advisors (“NewEra Wealth”) provides independent investment advisory services specifically designed for high-net-worth families, entrepreneurs, multi-generational families, global corporate executives, and institutional investors. Founded by Victor K. Hernandez, our boutique practice addresses complex financial needs. Affiliated with Bolton Global Capital—an independent firm with over 40 years of wealth management expertise—we combine rigorous compliance and operational excellence with personalized client attention.
Backed by world-class custodians like BNY Mellon Pershing—one of the world’s most respected and secure custodians. BNY Pershing oversees over $55 trillion in assets under custody and/or administration more than any bank in the world, and it provides execution capabilities across over 60 global markets, multi-currency trading supporting 65 currencies, foreign exchange services, comprehensive custody, clearing, and settlement in 65 markets, and advanced risk management for efficient trade execution.
Independent Advice for a
Complex World
At NewEra Wealth, independence matters. Unlike traditional institutions where advisors may face inherent conflicts, we are not employees of Wall Street—we stand firmly on your side of the table, prioritizing your interests above all. This freedom empowers us to curate unbiased strategies through our open-architecture platform, drawing from the premier research departments across Wall Street’s leading firms.
Recognizing that no single entity monopolizes the best ideas, we adopt a collective, multi-source approach to aggregate diverse perspectives, enabling informed, conflict-free decisions that align precisely with your financial aspirations, risk profile, and liquidity requirements. Whether safeguarding generational wealth or optimizing global portfolios, our guidance empowers you to thrive in an ever-evolving landscape.
Our Founder
Victor K. Hernandez, Founder and Managing Partner of NewEra Wealth, brings exceptional experience from his two-decade tenure at J.P. Morgan, where he became a Managing Director by the age of 40. At J.P. Morgan, Victor held senior roles in both the Private Bank—working with some of the world’s wealthiest families and the most complex balance sheets—and in J.P. Morgan Wealth Management, where he directly managed investments for clients. He co-led a top-ranked team responsible for managing over $1.2 billion in client assets and earned the elite designation of “Wealth Partner.”
Recognized consistently by Forbes as a Best-In-State Wealth Advisor in Florida and nationally as one of America’s Top Next-Gen Wealth Advisors, Victor combines deep financial acumen with a personalized, client-first philosophy. He holds a B.S. in Finance from Bentley University and an International MBA from IE Business School in Madrid, Spain. Fluent in Spanish, Victor is uniquely positioned to serve a global clientele.
Recognitions*
Source: Forbes.com. Received on April 2024, April 2023, April 2022. The rankings were determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). Financial Advisor did not pay a fee to SHOOK Research LLC, for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each Financial Advisor qualitatively. This ranking is not indicative of the Financial Advisor’s future performance. For more information, see www.SHOOKresearch.com.
Clearing & Custody
Our primary custodians are BNY Pershing and Charles Schwab:
World’s largest custodian (~$55 trillion in assets), servicing top institutions, including Citi Bank Wealth Management, Deutsche Bank, Vanguard, etc. Known for its global reach, multi-currency capabilities, and deep institutional expertise.
Largest custodian for independent advisors, emphasizing intuitive technology, efficiency, and specialized platforms tailored for advisory practices.
Clients We Serve
We specialize in serving discerning clients whose success demands sophisticated, tailored wealth management. Our expertise extends to:
Entrepreneurs and Business Owners
Expert navigation of liquidity events, recapitalizations, and the delicate balance between enterprise growth and personal financial security.
Corporate Executives
Specialized support for 10b5-1 plans, regulatory compliance on closely held securities, and executive compensation strategies amid shifting laws.
Multi-Generational Families
Comprehensive legacy strategies to preserve and transfer wealth seamlessly across borders and generations.
Real Estate Investors and Developers
Integrated portfolio strategies, risk mitigation, and financing solutions to maximize returns on property ventures.
Professional Athletes and Sports Executives
Customized approaches for high-earning careers, including income protection, legacy building, and post-career transitions.
Institutional Investors and Foundations
Treasury optimization, execution, and oversight for endowments, foundations, and corporations.
Our Services
Investment & Wealth Management
Family Office Services
Banking & Lending
Executive & Corporate Services
Institutional Services and Cash Management
Online Brokerage Trading
NewEra Wealth an Affiliate of Bolton Global Capital
Bolton Global Capital handles operations, compliance oversight, while we focus on what matters most – Your Investments.


