Wealth Management
Our team of senior wealth managers and investment advisors are able to help you formulate your long-term goals and develop the strategies with which to attain them. We are experienced in tax, retirement and estate planning. We can provide investment management services for trusts, estates, foundations and endowments. When requested, we can help coordinate all wealth management services with our clients’ tax, legal, and other financial professionals.
Please Note: The scope of any wealth management and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. Newman Dignan does not serve as an attorney, accountant, or insurance agent. Newman Dignan does not prepare legal documents or tax returns, nor does it sell insurance products.