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ABOUT
Our Vision
 By continuing to demonstrate performance with integrity, we will strengthen our organization and deliver value to our customers, employees and community.
Our Mission
Competent, trustworthy and dependable service above all. Our commitment to integrity is a cornerstone of our success. Our dedication to the highest standards of business conduct is a critical part of our culture.
Our Philosophy
Our goal is to streamline the complexities that come with affluence and provide customized financial solutions with a GOAL FOCUSED WEALTH MANAGEMENT approach.
Our History Founded in 2009 with the goal of providing unbiased advice and guidance, it was our primary objective to recognize the most important partner - THE CLIENT. The firm is the continuation of the successful wealth management careers of four former Merrill Lynch colleagues: Kelly Newell, Zachary Fielder, James Finley and Rayna Gomes Jones. We are an independent family office. And because we offer no proprietary investment products and have no investment banking operations, our recommendations are GOAL FOCUSED and objective. Simply put, the interests of our clients come first.
Winner of the Wealth Manager of the Year Award 2012-2024 As seen in San Diego Magazine*
Having an advisor who knows your name is more important than a brokerage firm whose name you know.
EXECUTIVE TEAM
Kelly M. Newell President & CEO
Rayna Gomes Jones Senior Client Associate
James Finley Partner
Zachary Fielder Partner
Goal Focused Wealth Management
SERVICES
 Retirement Planning
 College Education Planning
 Investment Management
 Tax Minimization Strategies
 Insurance & Risk Management
 Estate Planning Strategies
 Liability & Debt Management
OUR PROCESS Every client is unique, and every client will have a unique strategy to help achieve their goals.
Determine Objectives
1
Develop Personal Plan
2
Implement Plan
3
Monitor and Review Plan
4
GET IN TOUCH
Contact Detail
kelly.newell@newellwealth.com
(858) 535-1700 (main) (858) 535-1701 (fax)
6310 Greenwich Drive, Suite 150 San Diego, California 92122

Securities and Advisory services offer through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:

AZ, CA, CO, FL, ID, IL, LA, MD, MO, MT, NC, OH, OR, PA, TX, WA

 

FINRA Broker Check

LPL Relationship Summary

 

Kelly Newell is a Registered Representative at LPL Financial.

CA Insurance License #0C54110 CA DRE #01910340 NMLS #858901

 

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client's experience.

Newellwealth.com © 2009.  All Rights Reserved.

Advice | Investments | Lending
ABOUT
Our Vision  By continuing to demonstrate performance with integrity, we will strengthen our organization and deliver value to our customers, employees and community.
Our Mission Competent, trustworthy and dependable service above all. Our commitment to integrity is a cornerstone of our success. Our dedication to the highest standards of business conduct is a critical part of our culture.
Our Philosophy Our goal is to streamline the complexities that come with affluence and provide customized financial solutions with a GOAL FOCUSED WEALTH MANAGEMENT approach.
Our History Founded in 2009 with the goal of providing unbiased advice and guidance, it was our primary objective to recognize the most important partner - THE CLIENT. The firm is the continuation of the successful wealth management careers of four former Merrill Lynch colleagues: Kelly Newell, Zachary Fielder, James Finley and Rayna Gomes Jones. We are an independent family office. And because we offer no proprietary investment products and have no investment banking operations, our recommendations are GOAL FOCUSED and objective. Simply put, the interests of our clients come first.
Winner of the Wealth Manager of the Year Award 2012-2024 As seen in San Diego Magazine*
Having an advisor who knows your name is more important than a brokerage firm whose name you know.
EXECUTIVE TEAM
Kelly M. Newell
President & CEO
Rayna Gomes Jones Senior Client Associate
James Finley Partner
Zachary Fielder Partner
Goal Focused Wealth Management
SERVICES  Retirement Planning
 College Education Planning
 Investment Management
 Tax Minimization Strategies
 Insurance & Risk Management
 Estate Planning Strategies
 Liability & Debt Management
OUR PROCESS Every client is unique, and every client will have a unique strategy to help achieve their goals.
Determine Objectives
1
Develop Personal Plan
2
Implement Plan
3
Monitor and Review Plan
4
GET IN TOUCH Contact Detail
kelly.newell@newellwealth.com
(858) 535-1700 (main) (858) 535-1701 (fax)
6310 Greenwich Drive, Suite 150 San Diego, California 92122