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.
Named to Forbes "Best-in-State Wealth Advisors" list in 2022, 2023, 2024, 2025, 2026
Awarded April 2026, April 2025, April 2024, April 2023, April 2022, April 2021; based on the time periods from 6/30/24-6/30/25, 6/30/23-6/30/24, 6/30/22-6/30/23, 6/30/21-6/30/22, 6/30/20-6/30/21, 6/30/19 – 6/30/20 respectively. Data for all awards compiled by SHOOK Research LLC (Source: Forbes.com). Award Disclosures