It May Be Time for a Financial Checkup
Bull and Bear Go To Market
Bridging the Confidence Gap
Dedicated to Helping You and Your Family
When you join Newman Wealth Management Advisors, you join our family of professionals dedicated to your financial wellbeing and happiness. We partner with you in pursuing your financial and life goals, integrating financial education into our work together. We empower you with knowledge, sharing our experience with full transparency. It’s your life. You deserve to know what’s happening with your money.
Plans for Each Stage of Life
Over the past 35 years, we’ve developed lasting client relationships that have endured multiple cycles in the markets, ups and downs in the economy and a recession. With a deep understanding of the financial industry, we’ve weathered a lot together, creating financial plans designed to benefit children, parents and grandparents. Our portfolios are designed to foster and work towards your dreams. You and your needs are at the center of everything we do.
Words of Wisdom
“Predicting rain doesn’t count. Building arks does.”
-Warren Buffet
Our Team
With over 35 years of experience, we are prepared to handle the changes that lie ahead.
Our Mission
Relationships built on loyalty, trust and integrity guide our work every day.
"The investor of today does not profit from yesterday's growth."
- Warren Buffet