Our mission is to enhance the quality of our clients' lives through personalized investment management and planning, allowing them to worry less about their finances and enjoy more of their lives.

- Newman Investment Group

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The Newman Investment Group is dedicated to helping high net worth individuals and their families build, manage and transition wealth. Focusing on the needs of a select community of clients we seek to create lasting relationships built on a foundation of understanding and trust. Drawing from our combined financial services experience, we endeavor to guide clients through ever-changing markets to help them keep on track in meeting their financial goals.

We are committed to serving our clients to help them create and preserve wealth, now and for generations to come.