Investment and Retirement Planning Services

A Game Plan for Life

At Newman Wealth Management Advisors, we provide comprehensive investment planning and portfolio development. We offer tools to handle your financial needs throughout life and the transitions you may encounter, from job changes or college expenses to retirement or long-term-care expenses. Whether you need to roll over your 401(k), set up a college savings plan, save up to buy a house, take Social Security benefits or establish an estate plan, we can provide appropriate guidance and education to help you make decisions with confidence. 

Service Aligned with Your Goals

Our specialized service provides strategies to identify your income needs and establish appropriate investments aimed to generating growth. We carefully analyze your risk levels and incorporate those with each recommendation we make. We consider your vision, retirement timeline, income needs, family commitments and career path in our planning. Our personalized service, up-to-date technology and integrated research tools can provide you with excellent opportunities to thrive now and throughout your life.


Mutual Funds


Common Stock

UIT (Unit Investment Trust)



Financial Planning

Retirement Plans

401(k) Planning

403(b) Planning

529 College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Traditional IRA

Roth IRA


Simple IRA

Advisory Programs

Individual accounts

Joint accounts


Life Insurance

Long-Term-Care Insurance


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (973) 276-1232