Authentic

Wealth Management

Services

Uniquely tailored planning and investment management
Preservation

and growth

for the long term

Protect wealth and integrate future life goals.
Business succession

and family

legacy planning

A legacy is how you will be remembered for generations to follow

Wealth Management

Newman Jiang aims to help you enjoy your assets and get more of what you want out of all phases of your life.

Business Owners

Our goal at Newman Jiang is to help owners step away and gain financial independence from their businesses.

Family Wealth Management

Although challenges exist around discussing family finances, Newman Jiang can help you positively manage the situation.

Investment Advice

Paying as much attention to preserving wealth as enhancing it, investment advice is central to our wealth management proposition.

About Us

Our detailed client knowledge is a big help to other expert professionals. We believe that our clients, big or small, should experience more from the Wealth Management company they use than a fixation with the amount each has invested. That is why at Newman Jiang, we offer more.

Newman Jiang

Authentic Wealth Management

Our Work Process

P
Professional
R
Responsible
A
Added Value
C
Creative
T
Team Orientated
I
Independent
C
Client-Centric
A
Authentic
L
Leaders In Our Industry

Connecting Professionally

Working Together As Partners Improves The Client Experience

Managing relationships is a key component of Newman Jiang's authentic wealth management. The lives and circumstances of our clients vary widely but are often complex and multi-faceted. Therefore, to better understand the whole financial landscape, we work collaboratively with their tax, legal and other external teams.

Knowing Clients Better

Newman Jiang's collaborative way of working adds significant value and benefit to clients, who can rest assured that we will work with their other advisors to ensure their best interests are always the focus of our actions. We intend our relationships with our clients to endure and hope they engage our services for many years.

Our Relationships With Other Professionals

Having a thorough knowledge and understanding of a client's unique situation is also helpful to their other advisors, especially when it is recommended that they engage the services of a new legal or tax adviser who doesn't already know them.

Creating Opportunities

Our reputation is something we value highly, having taken many years to build it, so those we refer our clients to, for services such as tax, trusts, or wills, also need to have that same commitment to client relationships and delivering quality service.

Why Us

Newman Jiang's authentic approach to wealth management provides the framework that we use to build all plans. It has three key elements: Investment Guidance, Financial Planning, and Core Relationships. See how these elements affect you.

Review Your Situation

Newman Jiang provides highly tailored services to address the needs of High-Net-Worth individuals and their families.

Please complete the form below if you would like an introductory conversation with one of our experienced advisors about your current situation.

By completing the form, you are under no obligation to utilize any of our services.

Still, we trust the experience will be helpful for you to work through your priorities and decide on the most practical next steps for you.

What sort of issues are you facing? Please check any that apply.

Want help with plans so my money won't run out
Evaluate and improve retirement planning
Have, or soon to receive an inheritance & want to plan efficiently
Inheritance Tax & Legacy Planning

Looking for professional investment management
Need expert help with the finances of a High-Net-Worth individual
Considering selling my business & want to plan the next stage in my life
Other (please provide more details on the next page)

Other issues/more information – please summarize here:

Once you have completed and submitted the form, we will contact you to discuss your situation in person. Thank you.

The information you provide will only be used in relation to this inquiry.

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