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About Bill

William (Bill) Newell has over 30 years of experience in strategic financial planning and investment management specializing in the creation, preservation and transfer of wealth.

Bill’s journey started off in the U.S. Marines. He joined at age 17 and spent six years on active duty. Bill is a Vietnam combat veteran. Using the GI Bill, he pursued higher education.

He earned a Bachelor’s degree in business economics from the University of California, Santa Barbara, and a Professional Designation in Personal Financial Planning from the University of California, Los Angeles. 

In addition to being a Certified Financial Planner, he holds multiple registrations and insurance licenses. 

As a wealth advisor, Bill believes objective advice is always the result of high intention, sincere effort, intelligent direction and skillful execution. 

Bill’s financial planning advice begins with the end in mind – helping clients translate their hopes, dreams and concerns into specific, measurable, attainable and realistic strategies. 

His personalized investment management advice applies a disciplined approach to investing that focuses on minimizing risk and helping maximize return. 

Outside of the office, Bill is a pilot, car enthusiast and an avid skier. In fact, he’s so passionate about skiing that he is a 25-year member of the Boston ski club. 

He has been involved in a number of philanthropic causes over the years, serving on nonprofit and charitable boards – most notably on the board of directors of the Massachusetts Brain Injury Association and on the economic development commission in his hometown.  

He is the founder and current treasurer of a veterans living memorial and over the years has been a financial contributor to causes such as the Boston Children’s Hospital and Alzheimer’s research.