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With nearly 290+ years of combined experience, count on our team of knowledgeable experts to act as an immediate virtual extension of your team to deliver quality and reliable:
“As a high-end life insurance planning firm focused on delivering solutions to the ultra-high net worth individual market and the business succession and non-qualified markets, Newton One strives to deliver best in class counsel including case design, underwriting, and service to our valued clients. By utilizing the services of KBM Consulting and Karen Meck, we are able to deliver sophisticated case design solutions in a very collaborative and time-sensitive fashion. We value this professional relationship as we look to maximize our investment in our infrastructure to best serve our clients.”
– Stephen C. Target, CLU®, ChFC®, AEP®
Partner
Newton One Advisors, LLC
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