Newton Wealth Management is one of the Charlotte region’s oldest and largest financial planning and investment management firms. The firm was established in 1978 by Ed Newton with the simple approach:  To help you achieve and sustain a worry free retirement Our mission is to assist our clients in reaching their financial goals by providing quality financial services and creative, intelligent solutions to their needs. We believe that your needs as an investor should always come first. You should be treated fairly, ethically, and respectfully by every employee of our firm. You have the right to competent, courteous service and advice at a fair price.