We hope your visit will help you understand the opportunities and potential rewards that are available when you take an active approach to your personal financial situation. Newman Dignan & Sheerar has created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation.
Most important, we hope you see the value of working with skilled professionals to achieve your financial goals. Founded in 1992, Newman Dignan & Sheerar is an independent investment and wealth management firm, privately owned by the principals. We are a "fee-only" based advisor that is not affiliated with any financial institutions.
Most important, we hope you see the value of working with skilled professionals to achieve your financial goals. Founded in 1992, Newman Dignan & Sheerar is an independent investment and wealth management firm, privately owned by the principals. We are a "fee-only" based advisor that is not affiliated with any financial institutions.
Services
Newman Dignan & Sheerar helps clients pursue financial independence by providing unbiased, objective guidance. ND&S has direct access to proprietary research for the economy, the financial markets, and the individual companies and funds. Our investment committee manages a Focus List of individual stocks, managed funds, index funds and exchange traded funds.
We work closely with each client to develop a comprehensive investment policy statement. The policy statement acts as a blueprint in order to build and manage each portfolio. It outlines the client's objectives, risk tolerance and financial situation, the asset allocation guidelines, diversification of each asset class, and the performance measurement process.
Our team of senior wealth managers and investment advisors are able to help you formulate your long-term goals and develop the strategies with which to attain them. We are experienced in tax, retirement and estate planning. Although we do not act as professional fiduciaries, we provide all the services and skills to manage trusts, estates, foundations and endowments.
Reviews (2)
Matt Sanderson
Dec 06, 2019
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Erik Manchester has been my financial advisor for years. Highly recommend. Makes the best decisions for my portfolio and caters to my needs. He is a consummate professional and brings integrity to his work day in and day out, and he writes a strong quarterly newsletter and blog posts for the firm as well.
Ann Marie Maccarone
Sep 30, 2019
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