Whit Newton
Partner & Private Wealth Management Advisor at Luca Partners
- Role
- Partner & Wealth Management Advisor at Luca Partners
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Whit Newton
I am a Founding Partner and Private Wealth Advisor at Luca Partners. Our mission is to help people enjoy what the spend, which is achieved when you have clarity, strategy and efficiency in your financial plan. Delivering this psychological comfort to clients and putting the pieces of a financial planning puzzle together is what gives me energy on a daily basis. Our focus is on both the currently affluent and emerging affluent clientele, delivering meaningful value with world class service. For more information, check us out at http://luca-partners.com/ or call 91••••••87.
Experience
Partner & Wealth Management Advisor
Jun 2020 — Present
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