Knowledge

At Newman & Associates we understand and appreciate the unique needs of the successful entrepreneur. That's why we deliver a process designed to address specific needs at various points in the lifecycle of your company, with the goal of optimizing your company's value and your family's wealth. We believe sound advice from leading experts in their respective fields is of paramount importance. Whether you are in the early stages of launching your company, actively seeking a liquidity event, or need advice monetizing a concentrated stock position, our group will connect you to professionals with one goal in mind: maximize and protect the wealth you create. The Newman & Associates Wealth Management Group provides you with a single point of contact designed to save you time and energy, allowing you to focus on those things about which you are most passionate.