Newell Wealth Management
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Financial Planning | Asset Management | Estate Planning & Wealth Transfer | Insurance & Risk Management | Tax Minimization Strategies | Mortgage Lending
Advice | Investments | Lending
Founded in 2009 with the goal of providing unbiased advice and guidance, it was our primary objective to recognize the most important partner - THE CLIENT. The firm is the continuation of the successful wealth management careers of four former Merrill Lynch colleagues: Kelly Newell, Zachary Fielder, James Finley and Rayna Gomes. We are an independent family office.
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Our Story
Advice | Investments | Lending
Founded in 2009 with the goal of providing unbiased advice and guidance, it was our primary objective to recognize the most important partner - THE CLIENT.
The firm is the continuation of the successful wealth management careers of four former Merrill Lynch colleagues: Kelly Newell, Zachary Fielder, James Finley and Rayna Gomes Jones.
We are an independent family office. And because we offer no proprietary investment products and have no investment banking operations, our recommendations are GOAL FOCUSED and objective.
Simply put, the interests of our clients come first.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
www.finra.org www.sipc.org
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
States in which I am/we are registered to do business:
AZ, CA, CO, FL, ID, IL, LA, MD, MO, MT, NC, OH, OR, PA, TX, WA
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6310 Greenwich Drive Ste 150
San Diego, CA
92122