Newton & Roik Family Wealth Consultants
Headquartered in Las Vegas, Nevada since 1992, Newton & Roik Family Wealth Consultants provide access to independent financial advisory services to clients across the United States. Backed by LPL Financial, the #1 Independent broker/dealer in the nation, based on revenues, as reported in Financial Planning Magazine, June 1996-2012, we are proud to offer unbiased Financial Advise by leveraging Independent research.
As a company, we strive to:
- Help you make smart choices about your money
- Provide the highest level of investment planning services to our clients and their families
- Design, implement and monitor plans that are designed with the goal to preserve and grow wealth for clients and their families
- Inform and educate clients, their family members and prospective clients about the impact of financial decisions, planning and long-term investment strategies
- Maintain the highest level of ethics and confidentiality
- Promote “Greater confidence” through planning for the future
- Offer non-proprietary products and services that are established.
As individuals, we must:
- Always tell the truth
- Provide service with a smile
- Be sensitive to our clients’ needs
- Maintain the highest level of respect for each other, our clients and our community
Our company is built on a solid foundation of excellent client service and in-depth market knowledge
Click here to fill out our form today and we will contact you shortly for a no-obligation financial consultation.