Fiduciary Services

At Newton Financial Group, we work as your wealth management team to provide disciplined investment management strategies focused on the goals of growth, diversification, risk management, and preservation of capital.

When planning for retirement, there is one thing that every client wants –a positive, long-lasting outcome.We’ll work to understand what that outcome looks like for you and then help you build and execute a plan to achieve it.

Our team will work with you to review your estate planning needs, helping to ensure that your wealth is distributed as desired upon your passing.

Tax planning is a systematic approach to reducing your tax liability for short-and long-term benefit. Our investment and retirement tax-reduction strategies focus on preserving your assets through every phase of life.

No matter how much time you have before the first tuition payment is due, we can help you plan for funding education in a way that makes the most sense for you and your family. We can help you understand all the variables at play and create an education plan that mirrors your values.

Your wealth management plans should determine what insurance coverage is right for you. Our goal is to align your coverage with your current situation and your plans for the future so you can rest assured the people and things you care about most are protected.

Social Security will probably be a part of your retirement, so it’s important to understand your benefits, including how much you can receive, when you should file, and what benefits are available.

Meet your business objectives and protect the future of your firm with effective retirement and pension plans that will give you a competitive edge to attract and retain top talent.