THE BIG PICTURE

The team at NEWA provides comprehensive financial planning, implementation, and wealth management services. We’ll go above and beyond to help you achieve multi-faceted financial health as you pursue the life of your dreams. This means we won’t just buy and sell your assets or give you readymade advice. We’ll collaborate and problem-solve, educate and guide.

Our essential services include:

  • Developing your 6-part financial plan
  • Creating and evaluating your investment portfolio
  • Helping you leverage your assets

See The NEWA Process for a substantive overview of what goes into these offerings.

We can also help you with everything from assessing the financial impact of life changes such as having a child or buying a home to specialized aspects of your planning process, which may include:

  • Income planning
  • Estate planning*
  • Insurance planning
  • Tax planning*
  • College planning

…And more. Even if one of your financial needs falls outside our area of expertise, it’s likely we’ve worked with other clients who have had it before—NEWA has been in business for over 30 years, after all!—and we’d be happy to refer you to one of the many trusted service providers in our network.

We operate on the premise that everything is “figureoutable” and we’ve yet to be proven wrong.

Our essential services include:

  • Developing your 6-part financial plan
  • Creating and evaluating your investment portfolio
  • Helping you leverage your assets

See The NEWA Process for a substantive overview of what goes into these offerings.

We can also help you with everything from assessing the financial impact of life changes such as having a child or buying a home to specialized aspects of your planning process, which may include:

  • Income planning
  • Estate planning*
  • Insurance planning
  • Tax planning*
  • College planning

…And more. Even if one of your financial needs falls outside our area of expertise, it’s likely we’ve worked with other clients who have had it before—NEWA has been in business for over 30 years, after all!—and we’d be happy to refer you to one of the many trusted service providers in our network.

We operate on the premise that everything is “figureoutable” and we’ve yet to be proven wrong.

  

*Raymond James does not offer tax or legal advice or services. You should discuss any tax or legal matters with the appropriate professional.