About Us
We hope your visit will help you understand the opportunities and potential rewards that are available when you take an active approach to your personal financial situation. Newman Dignan & Sheerar has created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to achieve your financial goals.
Registered Investment Advisors*
Founded in 1992, Newman Dignan & Sheerar is an independent investment and wealth management firm, privately owned by the principals. We are a “fee-only” based advisor that is not affiliated with any financial institutions. ND & S strives to provide the highest quality of investment and wealth management services to individuals, fiduciaries, non-profit, and profit corporations.
Our personnel include five senior investment professionals each with over twenty years of experience. Together with our dedicated staff, we will act as a team to provide the best overall services and advice to our clients.
Newman Dignan & Sheerar is an SEC registered investment advisor located in Providence, Rhode Island. ND & S does not take physical custody of any client assets. We primarily use Charles Schwab Institutional as the custodian and broker for our clients.
Please call us if you have any questions about our firm or the range of financial services we provide.
*Please Note: Newman Dignan & Sheerar (“NDS”) is an SEC registered investment adviser. The term “Registered Investment Advisors” should not be construed as implying that each person associated with NDS is separately an SEC registered investment adviser, which no such person is. Rather, each individual that provides investment advice on behalf of NDS is registered with the State of Rhode Island as an investment adviser representative of NDS.