At Newey Nielsen Leishman Wealth Management Group, we guide our clients through the emotional ups and downs of managing wealth. We are your team of personal financial advisors. We guide you through all phases of your financial life and have guided clients through four separate bear market cycles by helping them make decisions based on reality, rather than fear or greed. At Newey Nielsen Leishman Wealth Management Group, we are passionate about building a lifelong relationship with you and your family.
We are proud to be a provider of wealth management and investment services in Grass Valley, California. We welcome any questions and inquiries that you have regarding any of the following:
Asset Management
Financial Guidance
Investments
Insurance
Estate Planning Strategies
Fixed Income Securities
401(k) Plans and Rollovers
IRAs
Professional Money Management
Retirement Income Planning
Tax-Advantaged Investing
Fixed/Variable Annuities
Personal/Business Financial Planning
Financial Reviews
Municipal Bonds
Mutual Funds
SEP IRAs
Any other questions related to your financial life!
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.