New Capital Management

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2023 Client Satisfaction Survey Results

Thank you to our clients who participated in the 2023 New Capital Client Satisfaction Survey. The data gathered from the responses provides us with valuable information regarding our services, operations, and professional relationships so that we can continue to improve for you.

We are also pleased to announce that in appreciation for our respondents, New Capital donated $620 ($20 per household respondent) to a number of different charitable organizations selected by our clients. If you were unable to complete this year’s survey, we hope you will consider doing so next year in support of these causes.

Every day, and in everything we do, we are constantly striving to exceed your expectations. Please contact us if there is any way we can improve our services to you, or if you know someone who might benefit from meeting with us. We welcome and appreciate introductions to your family, friends, and colleagues so that we might serve them as well.

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Survey Results Report (PDF)


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