ABOUT

Our Vision

  By continuing to demonstrate performance with integrity, we will strengthen our organization and deliver value to our customers, employees and community.

Our Mission

Competent, trustworthy and dependable service above all.  Our commitment to integrity is a cornerstone of our success.  Our dedication to the highest standards of business conduct is a critical part of our culture.

 

Our Philosophy

Our goal is to streamline the complexities that come with affluence and provide customized financial solutions with

a GOAL FOCUSED WEALTH MANAGEMENT approach.

Our History

Founded in 2009 with the goal of providing unbiased advice and guidance, it was our primary objective to recognize the most important partner - THE CLIENT.

 

The firm is the continuation of the successful wealth management careers of four former Merrill Lynch colleagues: Kelly Newell, Zachary Fielder, James Finley and Rayna Gomes.

 

We are an independent family office.  And because we offer no proprietary investment products and have no investment banking operations, our recommendations are free from conflicts of interest.

 

Simply put, the interests of our clients come first.

 

Winner of the Wealth Manager of the Year Award

2012 - 2013 - 2014 - 2015 - 2016

As seen in San Diego Magazine*

Having an advisor who knows your name is more important than a brokerage firm whose name you know.

EXECUTIVE TEAM

Kelly M. Newell

President & CEO

Rayna Gomes

Senior Client Associate

James Finley

Partner

F. Zachary Fielder

Partner

Goal Focused Wealth Management

SERVICES

 Retirement Planning

 College Education Planning

 Investment Management

 Tax Minimization Strategies

 Insurance & Risk Management

 Estate Planning Strategies

 Liability & Debt Management

OUR PROCESS

Every client is unique, and every client will have a unique strategy to help achieve their goals.

Determine Objectives

1

Develop Personal Plan

2

Implement Plan

3

Monitor and Review Plan

4

RESEARCH

The latest research commentary from LPL Financial

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GET IN TOUCH

Contact Detail

Send a Message

kelly.newell@newellwealth.com

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(858) 535-1700 (main)

(858) 535-1701 (facsimile)

6310 Greenwich Drive, Suite 150

San Diego, California 92122

Securities and Advisory services offer through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:

Arizona (AZ), California (CA), Illinois (IL), New Mexico (NM), Washington (WA), Nevada (NV), Oregon (OR)

 

Kelly Newell is a Registered Representative at LPL Financial.

CA Insurance License #0C54110 CA DRE #01910340 NMLS #858901

 

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client's experience.

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