At Newman Jiang

We develop close, personal, open long-term relationships with clients and other professionals

We provide carefully researched and uniquely tailored planning and investment management advice

We provide exceptional service, delivering decisive outcomes to support clients in their journey to fulfill their financial goals and make the most of their individual life plans

Newman Jiang
Newman Jiang

Our Driving Principles

We treat our clients as people first and do not define them by the value of their assets

As each client has their own unique financial and lifestyle needs, we understand the importance of getting to know them as individuals

Our approach and how we put our values into action reflect our motivation to not only meet client expectations but to surpass them

Through open and honest communications, clients can rest assured we always act in their best interests

Newman Jiang Values

P.R.A.C.T.I.C.A.L. Values

Our professional actions are demonstrated by our competence, skills, attitude, and experience throughout all interactions with clients and those we are in contact with. In addition, we expect our team members to show great character in all their actions, both inside and outside of the office.

All team members are responsible for their actions without the need for direct supervision, especially regarding data protection and the security of private and personal information. All team members are empowered to act independently, understanding that their actions can be justified and individual responsibility is taken for the results of those actions.

Through an exhaustive selection process, we ensure that all new members that join our team bring added value. Diversification of backgrounds, nationality, upbringing, and thinking brings fresh ideas and helps us improve our systems and procedures. It also gives us a workforce that more accurately reflects, understands, and identifies with the widely diverse nature of our client base.

Not accepting the status quo is essential in enabling us to deviate from the herd mentality and seek alternatives to the established ways of doing things, especially when better options exist. With the advancement of technology, there are always improvements to be made in systems, processes, how we interact with others, and improvements in our environmental impact. We encourage input from all members of the team.

While individual empowerment is encouraged, we are at heart, one big team. Therefore, all team members from all levels of the organizational structure must respect each other and work together to bring benefit to the company and the clients we represent. By sharing experiences, knowledge, and ideas, we constantly strive to improve the delivery of our services.

We have no outside shareholders or formal ties to parent financial organizations, product providers, or external interests. As a result, we can select from the entire universe of financial products and remain unbiased in our research and advice. In addition, we receive no kickbacks or other incentives for recommending one company's services or products over those over another.

Without clients, we have no business. We fully understand this and highly appreciate those who entrust us with their financial well-being and the management of their investments. We take our responsibility to always act in clients' best interests very seriously and strive to treat the management of their wealth in the same way we would hope to be treated if we entrusted another organization with our hard-earned personal funds.

We mention authenticity regularly. We do this because we believe we should act in the way we say we are going to act, provide the level of service we say we will provide, deal with client inquiries and concerns respectfully and transparently, without obfuscation or hiding behind jargon. In addition, we believe authentic wealth management should incorporate the whole range of protections and services that ensure financial well-being for clients for the present, the future, and future generations.

While we respect our peers and can learn much from how they conduct themselves and their businesses, accepting the status quo, or established way of doing things is not always the best way for the modern client. Many established actions and processes are founded in history. While many still have value in today's marketplace, many can be improved, and new ways of operation can be found. We intend to remain at the forefront of change for the better.