Advisor at Newpark Wealth Management
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Firm
Newpark Wealth Management
Location
Park City, UT 84098
Credentials
CFP®
Industry experience
13 years
Newpark Wealth specializes in financial planning and investments for Emergency Physicians.
We do our best work for Emergency Physicians in their 40s who are tired of working night shifts and are looking to retire at 55.
Our clients have neither the time, desire, or mental energy to properly manage their increasingly complex finances, as career, family, and recreation consume those scarce resources.
Our clients are eager to outsource financial planning and investment management to a trusted advisor.
We work with you to develop a comprehensive financial plan that integrates your income, expenses, assets, liabilities, insurance coverage, employee benefits, estate planning, tax strategy, and unique goals.
We understand the nuances of your career arc – and the stresses of Emergency Medicine – deeply enough to accurately build, and continuously refine, projections of your household net worth.
Ultimately, Newpark proactively prioritizes your financial action items to entirely relieve you of that mental burden and protect your time – while preparing you to retire at age 55.
Based on Newpark Wealth Management
Based on Newpark Wealth Management
1.00% per quarter
2720 Homestead Road, Suite 140
Park City, UT 84098
Utah
Wells Fargo Clearing
2016 - Present (10 years)
WELLS FARGO ADVISORS LLC
2014 - 2016 (2 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Park City, UT
Curtain Wealth Planning L.L.C.
CFP®, ChFC®, Series 63, Series 66
Cottonwood Heights, UT
Twin Peaks Wealth Management LLC
Series 63, Series 65
Cottonwood Heights, UT
Planned Security Advisors LLC
Series 63, Series 65
Salt Lake City, UT
Abacus Investment Advisors
CFA®
Park City, UT
Gaard Capital LLC
Series 63, Series 65
Salt Lake City, UT
Peterson Rogers Private Wealth, LLC
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