Your Wealth, Our Family's Commitment: Integrity, Experience and Service

Our family's mission is to help you preserve and manage your wealth so you can spend more time focused on what means the most to you. Nothing brings us greater satisfaction than the financial success of our clients and their families - both now and for generations to come.

Effective Wealth Management

Newsome Wealth Management believes that effective wealth management is built on a foundation which includes a strategic long-term plan, asset diversification, and quality investments that are consistent with client goals.  Dan Newsome and his team work closely with their clients and their other advisors, including attorneys and tax professionals, to ensure an integrated wealth management strategy.
Our Approach

Our Approach

Wealth management tailored to you.

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Meet Newsome Wealth Management

Our Team

Over 65 years of experience.

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Newsome Wealth Management Services

Our Services

Comprehensive, strategic planning customized to fit your needs.

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Named to Forbes "Best-in-State Wealth Advisors" list in 2022, 2023, 2024, 2025, 2026


Awarded April 2026, April 2025, April 2024, April 2023, April 2022, April 2021; based on the time periods from 6/30/24-6/30/25, 6/30/23-6/30/24, 6/30/22-6/30/23, 6/30/21-6/30/22, 6/30/20-6/30/21, 6/30/19 – 6/30/20 respectively. Data for all awards compiled by SHOOK Research LLC (Source: Forbes.com). Award Disclosures