Newton Financial Solutions

At Newton Financial Solutions, we pride ourselves on being a values-driven business dedicated to helping our clients achieve their financial goals. Our team of experienced professionals offers a comprehensive range of services, from investment management and retirement planning to tax planning and estate planning. We understand that every individual's financial situation is unique, and we strive to tailor our services to meet each client's specific needs.

Our team is comprised of highly qualified professionals who are committed to staying up-to-date with the latest financial trends and strategies. Our Chief Executive Officer, Tim Newton, has over 20 years of experience in the financial industry and holds several prestigious certifications, including CFP, AIF, AAMS, and CRPC. This level of expertise ensures that our clients receive the highest level of service and guidance.

We believe in building long-term relationships with our clients, working closely with them to understand their goals and aspirations. Our services are designed to help individuals and families plan for the future, whether that involves saving for retirement, planning for education expenses, or simply ensuring their financial security.

Wealth Management Services

Our wealth management services encompass a broad range of solutions, including:

• Accumulation: Helping clients build wealth through strategic investment and savings strategies.
• Risk Management: Identifying and mitigating potential risks to ensure financial stability.
• Taxation: Providing tax planning and minimization strategies to optimize financial returns.
• Business Planning: Offering guidance for business owners, including succession planning and employee benefits.
• Retirement Planning: Creating personalized plans for retirement, including Social Security strategies and pension planning.
• Estate Planning: Helping clients protect their legacy by planning for the distribution of their assets after they are gone.
• Employer Plans: Providing services for employers, including 401(k) and other employee benefit plans.

Community Involvement

At Newton Financial Solutions, we believe in giving back to our community. We actively participate in local charitable events and support organizations that align with our values. Our team members are also involved in various community activities, from volunteering at local churches to participating in environmental initiatives.

Our Broker/Dealer

We are proud to be associated with Commonwealth Financial Network, a leading broker-dealer and Registered Investment Adviser. This partnership enables us to offer a wide range of investment products and services, ensuring that our clients have access to the best possible solutions for their financial needs.