Newell Wealth Management

Description

• The firm is the continuation of the successful wealth management careers of four former Merrill Lynch colleagues: Kelly Newell, Zac Fielder, Jim Finley and Rayna Gomes. Founded in 2009 with the goal of providing unbiased advice and guidance, it was our primary objective to recognize the most important partner - THE CLIENT. We are an independent family office. And because we offer no proprietary investment products and have no investment banking operations, our recommendations are free from conflicts of interest. Simply put, the interests of our clients come first. We teamed with LPL Financial, the largest independent broker/dealer in the nation*, to provide services, tools and resources so we can deliver the highest possible advice and guidance that our clients deserve. According to a study done by Cerulli and Associates in 2006, Investors have been gravitating towards independent, objective and boutique wealth management firms. We formed Newell Wealth Management to provide San Diego objective independent advice. * As reported by Financial Planning magazine, June 1996-2012, based on total revenue.Securities and Advisory services offer through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
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  Headquarters:6310 Greenwich Dr Ste 150, San Diego, California, United States

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  Phone Number: +1 858-535-1700

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  Website: newellwealth.com

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  Employees:0

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  Revenue:

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  Legal Name:Newell Wealth Management

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• |  NAICS Code: 525910  |

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