Who We Are
Newton One, LLC is a life insurance advisory firm serving affluent clients and their advisors in the areas of risk management, wealth transfer, and business succession planning.
We were founded on the premise that advocacy and independence are paramount to developing, implementing, and servicing the long-term financial needs of our clients in a rapidly changing and complex world.
Our mission is to provide our clients and their advisors with the same advice and service we would implement for ourselves under similar circumstances.
Our Firm
Newton One develops a broad spectrum of financial strategies to support the needs of the
ultra-affluent and corporate marketplace.
We are privately owned and independent. We specialize in providing the following services: