Newpark Wealth Management

Newpark Wealth Management serves individuals, high‑net‑worth households, and small businesses, offering ongoing discretionary investment management and comprehensive financial planning. The firm also advises on qualified retirement plan allocations and recommends third‑party money managers when appropriate.

The firm primarily implements target asset allocations using passively managed funds (index mutual funds and ETFs) but supplements its process with fundamental, technical, cyclical, and charting analyses when conducting investment analysis. Newpark typically manages accounts on a discretionary basis, may engage outside managers for implementation, and includes held‑away assets in its reporting of client assets under management.

Noteworthy aspects include a small client roster paired with substantial discretionary assets, indicating a relatively high level of assets per client and potentially more individualized relationships. The adviser provides one‑time fixed‑fee comprehensive financial plans as the basis for ongoing management, is led by a CFP‑credentialed principal with no disclosed disciplinary history, and maintains custodial relationships that provide soft‑dollar services and other third‑party benefits to the firm.