Our Services


Newton Wealth Management serves as a trusted partner of individuals and families, providing investment management solutions based on a thorough understanding of each client’s situation and goals.

Financial & Retirement Planning

Our goal is to help you reach your financial objective and maintain financial independence throughout a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, we can ensure that your portfolio reflects tax implications for the most advantageous after-tax return. The road to retirement is a long one and we can help you take the proper steps to reach your goals.

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Investment Management

Newton Wealth Management serves as a trusted partner of individuals and families, providing investment management solutions based on a thorough understanding of each client’s situation and goals.

As an Investment Advisor Representative with Archer Investment Corporation under the Investment Advisors Act of 1940, we take an objective and proactive approach and have assembled a team of investment professionals with decades of experience in analyzing securities, managing investment portfolios and formulating investment strategies.

Our approach is designed to create a plan that achieves your near- and long term goals.

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Life Insurance Planning

Life insurance can be a very helpful financial planning tool, but it’s our belief that it is a not necessary expense for everyone. If the loss of your income will impact your family’s ability to maintain the comforts of home, as well as the hopes you have for your children, we can help you find a life insurance solution to minimize the financial burden in the event of tragedy.

Our team at Newton Wealth Management is here to help you plan for your family’s financial future, and for many of our clients with young children or with concerns about long term care as they age, life insurance can be a very useful tool.

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Estate, Trust and Tax Planning

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan to disburse one’s estate and avoid complications and to ensure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.

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To CONTACT US, click here and fill out our form, or email us at SaraBeth@newtonwealthmanagement.com.