Core Principles : Lynn A. Newman | Sherman Oaks, CA

Core Principles


We’ve been helping people grow and protect their wealth since 1991, and if there’s one thing we believe in wholeheartedly, it’s that you can’t ignore risk management. Proper financial planning isn’t just about growing your wealth with investments (although we love that aspect, too), it’s about building a solid foundation to prepare you for any possible future. Our number one focus with our clients’ wealth is to help you build and protect everything you’ve worked for. We know that things don’t always go according to plan, which is why we’re obsessed with helping clients understand their finances and create a plan that keeps them comfortable—no matter where your road leads.


We believe in getting things done. And when you’re running a company or shuttling kids to soccer practice, we know that you don’t always have time to be proactive with your finances—which is why we take on that task for you. We make it a point to actively pursue opportunities and send you regular progress reports so that you always know where you are and where you’re going. We help you set actionable goals and hold you accountable to them because we know that life is short and, frankly, you don’t have time to waste on a stagnant financial plan.


As your financial planner, we dig deep into your financial world, and by extension, other personal areas of your life. We know that, oftentimes, sensitive conversations are vital to a transparent relationship and effective financial plan—but we also know that our work together is nobody’s business but your own. That’s why no matter how beneficial it could be to us, we never disclose information about the clients we work with unless you specifically give us permission. Your financial situation, your wealth, even your name—those are yours alone, and we won’t take that away from you.