Our practice focuses on client relationships with a goal of minimizing financial stress. Together we develop a comprehensive plan that allows our clients to achieve their goals, take care of their loved ones and enjoy life.

A Financial Plan Should Grow With You

Life never stands still. It evolves, changes direction, and sets up new possibilities. That means your approach to financial security cannot be static either; because as your life changes, so do your needs and goals.

I can help you identify your financial goals today, and create a personalized plan to help you prepare for the future – even if life takes an unexpected turn. Keeping pace with life's changes is important. Let me help you achieve a secure financial future for the people you care about most.

2018 Celebration of Excellence

Our team was honored at the 2018 Casino Royale-themed Celebration of Excellence on Friday, March 2nd at the Renaissance North Hills Hotel in Raleigh.  The Financial Security Creation Award recognizes our firm’s top financial advisors who help their clients achieve their goals through balanced financial plans and a total needs approach. We were honored to place in the top 27 but being recognized for helping our clients achieve financial security is the best reward!

Whit Newton, CFP®

Wealth Management Advisor

  • Office 919-755-3287
  • Mobile 910-990-9706

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck