for you, your family, even your business.
At Newmark Group, we give our clients personalized investment strategies and straightforward guidance.
Successful investors grow wealth over time. They don’t chase the market. We’ve helped generations of investors achieve financial security by sticking to our core principles: invest for the long term, seek quality, maximize growth and minimize risk through diversification. We maintain this philosophy through all market cycles.
Benjamin Franklin
At Newmark Group, we work closely with clients, developing plans so you can enjoy retirement on your own terms. Even if retirement is a long way off, by planning ahead, you can ensure that you’ll live comfortably when you stop working.
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Estate planning means stating in written form how you want your estate handled after you die or should you become incapacitated. It need not be complicated. Proper estate planning protects you and your family, minimizes taxes and fees, and ensures accurate asset distribution.
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The foundation of our investment philosophy is buying quality, taking a long-term view and establishing appropriate diversification. Every client is unique, as will be their investment portfolio. The goal of investment management is finding the ideal balance between growth and risk management.
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Owning your own business can be both challenging and rewarding. At Newmark Group, we understand business owners. Many of our clients are entrepreneurs and business owners, and we know how vital it is to make informed decisions. We also understand that you are busy running your business, and we are here to help you.
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Many investors, in hindsight, wish they started saving earlier to give their children or grandchildren a head start in life. For some, this means saving for university. For others, it may be to help buy a home or provide overall financial security.
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Unexpected events can set you back or set you up. It’s all a matter of perspective.
The one thing that is certain in life is that everything is subject to change. Unexpected events and expenses are inevitable, both good and bad. With professional investment planning, we can prepare you for whatever comes your way.
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Do these values resonate with you? They form the basis of a successful team, one that challenges each other to optimize performance. These core principles drive us to do our best for every client, every day. If you share these values, there’s no limit to what you can achieve with a career at Newmark Group.
We welcome any questions and invite you to contact us directly for additional information.
©Newmark Group 2022