Free Financial Portfolio Review


Are You Ready for The Economic Comeback?

When the US economy does turn the corner, and it will, will you be ready? Is your financial portfolio optimized for the rebound? Do you have blind spots in your portfolio? Are you leaving money on the table?

Get a Free Financial Portfolio Review

There is no cost and no obligation. We are here to help. If we think you are doing well, we will tell you. If we think you should make changes, we will tell you. Get a fresh take on your wealth portfolio.

Investment minimums apply– If you have a minimum of 500k in investable assets, we will be happy to provide a free portfolio review.

Schedule a Portfolio Review

Be prepared for the market to turn the corner

Optimize your portfolio for coming growth

Minimize taxes and fees

How Your Free Portfolio Review Works

Dear Friend and Investor,

After you schedule your free portfolio review with Newton Wealth Management, we will ask you some questions about your current investments, when you hope to retire and how you hope to spend your time in retirement, as well as your willingness to stick with your investments – rather than getting out of the market – during down times.

This discussion will help us determine your risk tolerance, and we will analyze your current investments with your risk number in mind. This analysis provides us with a sort of “Goldilocks” report of whether your investments have too much, too little, or just the right amount of risk.

If your investments are in-line with your risk tolerance, as well as your investment and retirement plans, you can feel confident that your money is working for you. If there are areas where you should be taking more or less risk, we will advise you accordingly.

Regardless of the outcome, the analysis, our report, and our advice are free. To get started, call our office at 704-552-8689 and ask to speak to Sara Beth.

–Ed Newton
Schedule a Portfolio Review

How Your Free Portfolio Review Works:

We will gather information about your existing investments, your work, retirement plans & goals, and your personal Risk Tolerance (what your willingness is to stick with certain investments during ‘market corrections’ or down times versus ‘getting out’ or making changes when corrections occur).

Once we understand your Risk Tolerance, we compare against your current investments.  This analysis produces our “Goldilocks Report” of whether your investments have too much risk, too little risk, or are ‘just right’, based on your Risk Tolerance.

If we find that your investments are in line with your Risk Tolerance and your investment & retirement plans, then you can rest assured your money is working well for you with just the right amount of risk.  If there are areas where you should take less risk or more risk, I’ll let you know that too, and we can discuss ways to get you to where you want to be.

Either way– the analysis, our report, and my advice are all free.

To get started, call Sara Beth Heck at the office at 704-552-8689I look forward to helping you maximize your wealth.

–Ed Newton
Schedule a Consultation