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Tell your story.

Newbury Wealth Management is listening.

Listening speaks volumes.

At Newbury Wealth Management, we listen more than speak. While some financial advisors put a lot of stock in the advice part of advising, we focus on listening with the heart as well as the ears. By listening carefully and putting ourselves in your shoes, we can better help you make decisions that align with your deepest values, bring you joy and fulfillment, and empower you to follow your dreams.

You will feel heard.

You will feel heard.

When you partner with us, you will feel connected, more understood, and cared for because we do things a little differently. We believe in more commitment, more caring, and more hard work. That’s what fuels our team, and that’s how we create collaborative plans to pursue financial freedom for each of our clients — and their families.

Rest easy with comprehensive financial planning.

Wealth is not one-dimensional. Neither is wealth management. We take a 360-degree approach by offering a full spectrum of guidance to help you achieve financial independence, from investments to retirement planning to multigenerational wealth transfer.

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Investment Management

We use a disciplined approach to help ensure your investments take full advantage of every opportunity.

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Retirement Planning

Complete retirement planning considers all aspects of your financial life to help reach your retirement goals and enjoy financial security.

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Legacy Planning

Let’s help make certain that both your family’s wealth and your family values will be efficiently passed on to future generations.

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Empowering you — 
not overwhelming you.

Empowering you — 
not overwhelming you.

We make your planning process as simple and unintimidating as possible. Our team takes the complex universe of financial choices and breaks them down into the critical actions that may most positively impact your future. Understanding how to prioritize your moves — and get you moving in the right direction — is what we’re all about. 

A focus on what’s important — family.

A focus on what’s important — family.

Many of the clients we serve are most concerned with leaving a legacy for their children and grandchildren. We will guide you to plan for success that can be enjoyed today — and for generations to come.