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.  Although we do not act as professional fiduciaries, we provide all the services and skills to manage trusts, estates, foundations and endowments.  We coordinate all of our 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.