Garrett Newman, CFP^®

How do I help our clients Live a Richer Life®?
With more than 20 years of experience in financial management and wealth planning, I am passionate about helping individuals, families, and business owners make confident financial decisions. My approach is built on developing lasting relationships, understanding each client’s unique goals, and delivering personalized strategies designed to help them pursue long-term financial success.

How do I align my time and money with my values and passions to Live a Richer Life®?
My values and passions surround my family, and I devote my time and efforts to creating a life they can live with passion and fearlessness themselves. By donating my time and money in the community, I have seen them thrive, along with others, to see their dreams for the future as obtainable goals. Through educational programs at the library to sports and clubs, being a part of these groups have allowed richer lives to be met.