Financial Advisors
Charlotte, NC
Newton Wealth Management, established by CFP® W. Edward Newton Jr., is an investment and wealth management firm serving Charlotte and clients throughout the U.S. They specialize in financial planning, investment management, tax planning, and estate & trust administration, with a focus on helping clients achieve worry-free retirements. Their personalized approach tailors strategies to each client's unique goals and circumstances.
Ideal for: Pre-retirees and retirees seeking comprehensive wealth management, high-net-worth individuals needing tax and estate planning, investors wanting personalized financial strategy
Service area: Charlotte, NC and surrounding areas, serving clients nationwide
CFP® Certified Advisor: Founded and led by W. Edward Newton Jr., CFP®, bringing certified financial planner expertise to retirement and wealth planning.
Comprehensive Financial Services: Offers integrated services including financial planning, investment management, tax planning, and estate & trust administration under one firm.
Educational Podcast: Hosts 'Money Management with Ed Newton' podcast to help clients and investors understand market topics and make informed financial decisions.
Address: 10800 Sikes Pl #215, Charlotte, NC 28277
Phone: (704) 552-8689
Website: newtonwealthmanagement.com
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