Our Goal

Helping clients achieve and sustain a worry-free retirement.

 

Accumulation Dictates Possibility

During income producing years, focus on
accumulating wealth for life beyond retirement.

 

Manage Distribution Wisely

After retirement, manage the distribution
of your wealth for a worry-free lifestyle.

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About

Welcome to Newton Wealth Managment. To meet the needs of our clients, Newton Wealth Managment was established by W. Edward Newton Jr., CFP® as a Charlotte North Carolina wealth management firm, serving clients in the Charlotte area and, indeed, throughout the U.S. Recognizing that each client has unique goals, we tailor our services to meet your specific needs.

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About

Welcome to Newton Wealth Managment. To meet the needs of our clients, Newton Wealth Managment was established by W. Edward Newton Jr., CFP® as a Charlotte North Carolina wealth management firm, serving clients in the Charlotte area and, indeed, throughout the U.S. Recognizing that each client has unique goals, we tailor our services to meet your specific needs.

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Our Services

Our services encompass every aspect of financial life. We are experienced in matters of financial planning, investment management, tax planning, and estate & trust administration.

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Our Firm’s Reputation

Our firm’s reputation for providing quality service reflects the high standards we demand of ourselves. Our high standards, responsive service, and specialized staff spell the difference between our firm and the rest.

Learn More

Learn

Learn how to grow your wealth by reading our Free Reports on financial strategies for investors, both business owners and individuals. Our firm will help you decide which investments are most suitable for you and your family’s needs.

Learn More

Our Services

Our services encompass every aspect of financial life. We are experienced in matters of financial planning, investment management, tax planning, and estate & trust administration.

Learn More

Our Firm’s Reputation

Our firm’s reputation for providing quality service reflects the high standards we demand of ourselves. Our high standards, responsive service, and specialized staff spell the difference between our firm and the rest.

Read More

Learn

Learn how to grow your wealth by reading our Free Reports on financial strategies for investors, both business owners and individuals. Our firm will help you decide which investments are most suitable for you and your family’s needs.

Learn More

Worry is the Seed of Unhappiness

Life is full of beauty - like family and laughter and holidays and just the joys of the everyday. Unfortunately, we can't enjoy those things, in fact, we can't enjoy life, when we are worried about money. In a perfect world, everyone would have a worry-free retirement, and we work everyday to create that world for our clients. Life is too wonderful to spend it stressed out. Get your affairs in order, then go enjoy every day.

- Ed Newton