Newman Dignan Sheerar Inc. d/b/a NDS Wealth Advisors

Chart your course, Invest with NDS Wealth Advisors

Financial planner in Providence, RI (show on map)

5.0

★★★★★

6 reviews

Independent, employee-owned wealth management firm serving individuals, families, trusts, estates, corporate and non-profit organizations.

Call (401) 351-4010

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About

NDS Wealth Advisors is an independent, employee-owned wealth management firm serving individuals, families, trusts, estates, corporate and non-profit organizations. We are an SEC Registered Investment Advisor located in Providence, RI.

We strive to help investors achieve financial freedom and are fiduciaries acting in our clients’ best interests. Our team consists of five experienced investment and wealth management professionals with over 150 years of combined experience. We provide fee-only fiduciary services including retirement planning, investment management, estate planning, and financial planning.

Fee-Only Fiduciaries

Independent, Employee-Owned

No Proprietary Products

Decades of Experience

Fee-based Advisor – we do better when our clients do better

Certified Financial Planners, CFP®

Chartered Financial Analyst, CFA

Certified Investment Management Analyst, CIMA

Services

Retirement Planning

Helps clients plan for life after work with a long-term view of financial wellbeing.

Goal understanding Current position analysis Plan development Implementation Pension and benefit support Ongoing reviews

Investment Management

Offers personalized investment strategies to create and preserve wealth.

Point-in-time snapshot Investment strategy development Plan implementation Ongoing consultation and counseling

Estate Planning

Assists in creating and reviewing estate plans to ensure assets are distributed according to wishes.

Trust creation and selection Will education Power of Attorney creation Executor selection Beneficiary designation Estate tax and probate fee minimization Estate protection Legacy distribution