New View Wealth Management was formed in 2024 after partners John Laggis & Michael Lucas spent 19 years working together as individual advisors. After many conversations, John & Mike made the decision that with their combined 56 years of experience, clients would be better served working as a team.

Along with combining their businesses, they also combined their team of support staff to better assist clients. This has allowed for a more streamlined process and for the practice to operate efficiently.

As a team, New View Wealth Management is focused on pursuing the most important goals that their clients set out to achieve. This includes accumulating and distributing assets for retirement, saving for a child’s education, appropriate and efficient estate planning, protecting income with life insurance, and much more. These goals are achieved by creating well thought out and carefully calculated financial plans and seeing the plans through to completion.