Newcleus brings together a highly specialized team of bank advisors dedicated to designing and launching robust financing strategies for balance sheet asset‑building. Let us guide your overall compensation and retainment plans for top‑tier executive wealth enhancement.
our approach is direct
Powerful — Succinct — Effective. We specialize in strategies that leverage tax‑favored assets with higher returns that build your balance sheet and fund benefit opportunities. At Newcleus, our industry‑leading innovation and unparalleled service set us apart in every way.
Plan Strategy and Development
Your vision distilled into an actionable plan that exceeds objectives.
- Plan design focused on superior risk diversification
- Full & complete plan implementation
- Ongoing consultation available 24/7
Evaluate and Convert Existing Plans
Looking to improve your existing plan’s overall performance?
- Comprehensive evaluation of plan results
- Assessment of alternative opportunities
- Balance sheet impact review
Compliance and Due Diligence
At Newcleus, we have deep knowledge based on real‑world experience.
- Ongoing risk assessment and due diligence
- Real‑time regulatory compliance review
- Client support
MINTS for Customized, Secure Reporting
MINTS, our proprietary client portal, provides up‑to‑the‑minute performance reporting and more.
- Dynamic reporting on all plan‑specific product
- Legal and regulatory documentation
- News and notifications