Our Story

More support, more connection, more you.

In an industry where technical skills are often emphasized, Newbury Wealth Management believes our ability to listen effectively sets us apart from other advisors because we value a more personalized, empathetic approach. We put ourselves in your shoes and seek to understand your perspective and emotions. That’s because we have a genuine interest in your concerns and aspirations.

Listening is where planning starts.

We’ll have an in-depth conversation about your history and past decisions. What’s important to you and why? Where you are today and where you want to be? Whether you’re ahead of schedule, on track, or behind, From there, we’ll create clear objectives that help us make decisions and keep you on course.

Collaboration is key.

We are unified and do this work together with you. We help you identify and set goals that require full alignment to achieve them.

We believe less is more. That’s why we intentionally limit the number of families we serve so we can give you the undivided attention and individualized service that is critical to meeting your needs.

Independent, sound advice.

You can rely on us to guide you through complex choices, from investing and retirement planning to protecting your loved ones. But more than that, you can feel confident that we have your best interests at heart and provide advice specific to your needs.