Kelly Masaryk sits down with Kevin Newbert, CFP®, TPCP®, of Ausperity Private Wealth, LLC — a $1.4 billion advisory firm in Moorestown, New Jersey serving over 500 families. Five years ago the team broke away with six employees and $450 million under management. Today it's thirteen employees and more than triple the assets.
Kevin works almost exclusively with business owners, most of whom come to him around the largest liquidity event of their lives. His argument is that as wealth gets more complex, no single professional can carry it alone — and the owners who keep the most are the ones who build a coordinated team rather than three disconnected vendors who never speak to each other.
He calls that role the quarterback: the person making sure the financial advisor, the accountant, the estate attorney, and the bookkeeper are actually working from the same information. He's candid that he fell into the same trap himself, going three rounds of reminders before signing his own estate documents, because being your own advisor doesn't work either.
The conversation covers what to line up before a sale rather than after, why the timing of a closing relative to the tax year matters more than most owners realize, putting children on payroll to fund Roth accounts, and what he's watched happen to clients — including professional athletes — who received life-changing money without a plan behind it.
His closing point: it doesn't have to be his firm. But it has to be somebody, and the conversation should happen before the wire hits.
Timestamps
00:04:17 — Free Information
00:08:24 — The Quarterback
00:17:12 — One Team
00:19:01 — Timing The Sale
00:29:50 — Start Somewhere
🔗 Connect with the Guest
Kevin Newbert, CFP®, TPCP®
Ausperity Private Wealth, LLC
Phone: (856) 252-0109
Email:
[email protected]
Firm: https://ausperityprivatewealth.com/
Personal: https://www.kevinnewbert.com/
Watch the full-length video version of any Build It To Sell It episode here on YouTube.
🎟 Get your ticket here:
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🔥 Take the next step:
Mastermind: https://www.buildittosellit.com/mastermind/
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Winner's Circle: https://www.buildittosellit.com/winners-circle/
Movement: https://www.buildittosellit.com/
🎙 Podcast – The Build it to Sell it Podcast: Home Service Secrets
Apple: https://podcasts.apple.com/us/podcast/the-roofing-ceo-playbook-build-it-to-sell-it-with/id1778011846
Spotify: https://open.spotify.com/show/56A2PiqKz3NP6sj1nfSloP
Follow Lance Bachmann
YouTube: @lancebachmann
Instagram: @lancebachmann
Facebook: LanceBachmannOfficial
X: @lancebachmann
If you're ready to stop guessing and start building a real asset, this is your room.
Watch the full-length video version of any Build It To Sell It episode here on YouTube.
🎟 Get your ticket here:
👉 https://go.buildittosellit.com/2026
🔥 Take the next step:
Mastermind: https://www.buildittosellit.com/mastermind/
Shop Tours: https://www.buildittosellit.com/shop-tours/
Sales Training: https://www.buildittosellit.com/sales-training/
Winner's Circle: https://www.buildittosellit.com/winners-circle/
Movement: https://www.buildittosellit.com/
🎙 Podcast – The Build it to Sell it Podcast: Home Service Secrets
Apple: https://podcasts.apple.com/us/podcast/the-roofing-ceo-playbook-build-it-to-sell-it-with/id1778011846
Spotify: https://open.spotify.com/show/56A2PiqKz3NP6sj1nfSloP
Follow Lance Bachmann
YouTube: @lancebachmann
Instagram: @lancebachmann
Facebook: LanceBachmannOfficial
X: @lancebachmann
If you're ready to stop guessing and start building a real asset, this is your room.