Whit has been guiding his clients toward financial security with Northwestern Mutual since 2009.  His practice focuses on retirement planning, investment strategy, and insurance and business planning opportunities with a strong concentration in investment, medical, dental and business markets. Whit works largely with emerging and currently affluent professionals across the country and has access to a wide array of trust and advisory asset products, services and support.


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 more of life along the way.

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In an article he wrote that was featured in the November 2018 issue of Business North Carolina, Whit gave insight into how planning for the unexpected is the best way to avoid disability disaster. In Whit's experience, people tend to be hesitant when it comes to discussing disability insurance and he emphasized its importance and explained how it can be beneficial to you, your family, or your business. The article highlighted how important it is to have a plan in place in the event you lose the ability to earn an income due to serious illness or injury.

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

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