NewtonWealthManagement - Charlotte, North Carolina

Address: 10800 Sikes Pl #215, Charlotte, NC 28277.
Phone: 045528689.
Website: newtonwealthmanagement.com
Specialties: Financial planner, Financial consultant.
Other points of interest: Onsite services, Online appointments, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 50 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of NewtonWealthManagement

NewtonWealthManagement 10800 Sikes Pl #215, Charlotte, NC 28277

⏰ Open Hours of NewtonWealthManagement

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

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"content": "

NewtonWealthManagement: Your Partner in Financial Success

\n\n

NewtonWealthManagement stands as a distinguished financial advisory firm based in Charlotte, North Carolina. The company positions itself as a dedicated resource for individuals and families seeking professional guidance to achieve their long-term financial goals. Operating from their Charlotte office at 10800 Sikes Pl #215, NewtonWealthManagement leverages its expertise to offer comprehensive financial planning and consulting services, catering to clients who are looking for personalized solutions tailored to their unique circumstances.

\n\n

Core Services and Expertise

\n\n

At the heart of NewtonWealthManagement's offerings are two primary service categories: Financial Planning and Financial Consulting. These services form the foundation of their approach to client relationships. A Financial Planner typically works closely with clients over a longer-term horizon, developing detailed strategies for retirement, investments, estate transfer, tax optimization, and overall wealth accumulation. This involves a deep dive into the client's financial picture, risk tolerance, and future aspirations.

\n\n

In contrast, Financial Consulting might focus more acutely on specific financial questions or market conditions. It could involve tactical advice on investment timing, adjustments to existing portfolios, responses to life events, or navigating short-term market fluctuations. While potentially less comprehensive than full financial planning, consulting provides valuable targeted insights.

\n\n

A critical aspect of both service types is the emphasis on client interaction. NewtonWealthManagement facilitates this through various means, prominently featuring Online Appointments as one option alongside traditional Onsite Services. This dual approach caters to diverse client preferences, accommodating those seeking in-person discussions and others favoring the convenience of virtual meetings conducted via their secure website or phone systems.

\n\n

Accessibility and Client Experience

\n\n

Demonstrating a commitment to inclusivity, NewtonWealthManagement ensures that its physical location is fully accessible. The facility features a Wheelchair Accessible Entrance, ensuring ease of access for all clients. Complementing this is a Wheelchair Accessible Parking Lot, providing designated spaces for visitors with mobility needs. Furthermore, the premises includes a Wheelchair Accessible Restroom, enhancing comfort for all guests.

\n\n

These accessibility features are not merely physical accommodations but reflect an underlying philosophy of client-centered service. By removing potential barriers, NewtonWealthManagement aims to create an environment where all clients feel welcome and can engage comfortably with their financial advisors. This holistic approach to client experience underscores the firm's understanding that accessibility extends beyond just physical spaces to encompass the entire service interaction.

\n\n

Contact and Location Details

\n\n

For individuals seeking to engage with NewtonWealthManagement, the primary contact point is their Charlotte office located at 10800 Sikes Pl #215, Charlotte, NC 28277. This strategic location places them within a major financial hub, potentially offering accessibility to a broader client base. Alternatively, clients can reach the firm directly using the provided telephone number, which is formatted for easy dialing and connection.

\n\n

For those prioritizing digital interaction or preferring not to call, the official website offers a convenient portal. The online platform, accessible at newtonwealthmanagement.com, likely hosts information about services, advisor profiles, client testimonials, and the online scheduling system mentioned in their profile.

\n\n

Client Feedback and Engagement

\n\n

Prospective clients often rely on reviews and testimonials when selecting financial advisors. NewtonWealthManagement maintains an online presence through Google My Business, where it has accumulated a significant number of client reviews—specifically, 50 reviews. This volume suggests a level of client activity and feedback generation over time.

\n\n

Notably, the average rating received across these reviews is 5/5 stars. This perfect score indicates consistently high levels of client satisfaction. Such a rating is a powerful endorsement of the firm's professionalism, competence, and client service quality. It suggests clients are experiencing tangible value from the financial planning and consulting services provided.

\n\n

Given the importance of ongoing relationships in financial advisory, NewtonWealthManagement explicitly recommends Appointments. This practice ensures that discussions are scheduled and dedicated, allowing for focused conversations between the advisor and client. It also helps manage the flow of client interactions efficiently.

\n\n

Conclusion: A Commitment to Wealth and Financial Well-being

\n\n

NewtonWealthManagement presents itself as a dedicated financial management resource within the Charlotte metropolitan area. By specializing in Financial Planning and Financial Consulting, the firm addresses a broad spectrum of client needs, from strategic long-term wealth accumulation to targeted financial solutions. Their Charlotte location, coupled with accessible physical infrastructure and the option for online appointments, underscores a client-focused operational approach.

\n\n

The overwhelming positive feedback reflected in their 5/5 average rating from 50 Google reviews further solidifies their reputation as a trustworthy and effective advisory service. For individuals or families in the Charlotte region or potentially beyond seeking expert guidance to navigate the complexities of personal finance and secure their financial future, NewtonWealthManagement appears to be a highly recommended point of contact. Their focus on personalized service, accessibility, and strong client outcomes positions them favorably within the competitive financial advisory landscape.

",
"summary": "NewtonWealthManagement provides financial planning and consulting services in Charlotte, NC, with a focus on client accessibility and achieving financial goals, evidenced by a 5-star rating and 50 Google reviews.",
"keywords": ["Financial Planning", "Financial Consulting", "Wealth Management", "Charlotte NC", "Online Appointments", "Wheelchair Accessible", "Financial Advisor", "Google Reviews"],
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"quality_score": 8,
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"language_used": "en"
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👍 Reviews of NewtonWealthManagement

NewtonWealthManagement - Charlotte, North Carolina
Gayle I.
5/5

Ed and his staff are great to work with! He is personable, responsive and efficient.

As a business owner, I was constantly dealing with tax forms, tax payments and payroll, and Ed streamlined and automated the entire process for me. He makes my accounting a turnkey process, and my business much more efficient!

Ed also handles our personal taxes as well as business accounting needs. The filing process is painless, business and personal reporting is handled seamlessly, and documents are managed efficiently and accurately.

Ed has been invaluable in providing guidance to ensure that tax and accounting issues are set up to enable us to manage our money effectively, both on a personal and business level. I can't recommend him highly enough!

NewtonWealthManagement - Charlotte, North Carolina
Karen P.
5/5

My husband and I have used Newton Financial for our tax returns and investment services for over 15 years. Ed Newton is ethical, knowledgeable and stays on top of the financial markets.
I especially like that Ed returns phone calls and emails promptly and is always available to meet one on one when asked. I've never felt like "just another client" with Newton Financial. Ed gives us his attention as if we were his only client.

NewtonWealthManagement - Charlotte, North Carolina
Marty G.
5/5

I knew Ed professionally at first, and now have been his client for 8+ years. I have been very pleased with his expertise and knowledge as a CPA, and it's always a pleasure to speak with him or his staff. I would highly recommend Ed to anyone requiring his services.

And as of April '13, another fine job of taking care of my taxes, Ed and his staff are prompt, professional and very good to work with.

NewtonWealthManagement - Charlotte, North Carolina
Stephen R.
5/5

My family and I have used Ed Newton for tax advice and tax prep for years now and have always found him to be very knowledgable, personable, with top notch integrity and credentials. My tax situation was complicated by the type of work I do and by a couple of financial challenges that happened to our family. Ed was able to work us through those challenges and advise us accordingly. We continue to use his services and without reservation recommend him to others.

NewtonWealthManagement - Charlotte, North Carolina
Shannon S.
5/5

I have known Ed Newton for the better part of 8 years. He and his staff have provided nothing short of exemplary service to me every tax season over the years. Always available to educate and answer any questions no matter the simplicity or complexity of what you throw their way. Ed and his staff are knowledgeable, proficient and efficient in their execution. I do not hesitate to recommend their services.

NewtonWealthManagement - Charlotte, North Carolina
Ron R.
5/5

Our experience working with Ed Newton @ the Newton Financial Network has been extremely positive. We were new to Charlotte last year and sought out a couple of firms to do our income taxes. Ed gave us the best deal in terms not only of cost but also his expert knowledge and sound fiscal advice. Subsequently, he has kept us appraised of various topics relevant and specific to us via letters. His record-keeping system is state-of-the art and easily accessible to review our private information at any time.

We look forward to maintaining our financial relationship with Mr. Newton and his excellent staff in the coming years.

Ron and Diane Rashford

NewtonWealthManagement - Charlotte, North Carolina
RCS G. D.
5/5

We chose to work with Ed Newton CPA based on their customer reviews and it has been one of the best decisions that we made for our business. The team at Ed Newton CPA are thorough, knowledgable, and thoughtful. We receive all around support for our business and personal finances at an unsurpassed level. We have been working with them since we started our company and will continue to use them well into the future. Thanks again to Ed and his staff!!

NewtonWealthManagement - Charlotte, North Carolina
Sharon G.
5/5

Newton and Associates have been our accountant and investment advisers for four years. I can't say enough great things about this firm. They are honest, smart, accurate and go above and beyond to build relationships with their clients. They have taken care of both my husband and myself as well as our grown children with advice and help. We highly recommend them for all your tax and investment needs.

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