Your Wealth, Our Family's Commitment: Integrity, Experience and Service

Our family's mission is to help you preserve and manage your wealth so you can spend more time focused on what means the most to you. Nothing brings us greater satisfaction than the financial success of our clients and their families - both now and for generations to come.

Effective Wealth Management

Newsome Wealth Management believes that effective wealth management is built on a foundation which includes a strategic long-term plan, asset diversification, and quality investments that are consistent with client goals. Dan Newsome and his team work closely with their clients and their other advisors, including attorneys and tax professionals, to ensure an integrated wealth management strategy.

Our Approach

Wealth management tailored to you.

Our Team

Over 65 years of experience.

Our Services

Comprehensive, strategic planning customized to fit your needs.

We are excited to announce that Dan Newsome has received the
Forbes 2022 - 2024 Best-in-State Wealth Advisor award.

Dan has also been named to the Wells Fargo Financial Network Platinum Council in 2020 - 2023.

“2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.”

The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by a completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.