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Newman Wealth & Tax Advisors

The Latte Habit

How little things can add up over time.

LPL Financial Form CRS

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Tax preparation services offered through Newman Wealth & Tax Advisors are separate and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax preparation services.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CO, KY, MI, NM, NC, OH, OR, SC

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