RODD NEWHOUSE: MANAGING PRINCIPAL
Financial Planning, Investment & Lifestyle Management
ESTABLISH YOUR WEALTH GAME PLAN
WITH RODD NEWHOUSE, JD, AWMA®, SE-AWMA®
Rodd Newhouse is an accredited Wealth Manager with 44 Management. With an extensive portfolio of clients within the sports & entertainment industries, Rodd continues to assist clients in cultivating long-term financial growth and development.
Holding the Accredited Wealth Management Advisor (AWMA®) and Sports and Entertainment Accredited Wealth Management Advisor (SE-AWMA®) designations, Rodd has over 20 years of experience within the sports industry, coming from a family of multiple NFL players, affording him with seasoned knowledge in understanding the wealth management needs of professional athletes and high-profile entertainers.
EXPERIENCE:
Wealth Management | Financial Literacy | Keynote Speaking
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STRATEGIC ALLIES
Your security and privacy
We understand the importance when it comes to the security of your family and your assets. That's why we use the latest technology to help protect your personal information and financial transactions.
As an independent practice, we provide Financial Advisors with a quality wealth platform and practice management tools to deliver optimal results and experiences.
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Wealth Partners Alliance has an established business framework for Advisors to distinguish themselves through independent thinking, transparency, and discretion on behalf of their clients. This framework allows for Clients to have confidence in their Advisors, knowing that they are getting quality, customized, financial solutions.
Additional Disclaimers
Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Wealth Partners Alliance are not affiliated companies.
SUCCESS TO SIGNIFICANCE
Our process is founded on the basic virtues of budgeting, saving, and investing.
A range of independent strategies are applied to identify and drive solutions for your unique financial needs.
We all desire a certain level of financial & lifestyle significance. With personalization at the forefront of our investment planning approach, a specialized playbook of options are created to best support your desired level of significance.
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You are already successful on your own.
Our role at 44 Management is to take you from SUCCESS TO SIGNIFICANCE.
PROCESS & PHILOSOPHY
Identify Financial Needs & Wants
Build a Long-Term
Financial Plan & Stick To It
THE CHOICE IS YOURS
There are 43, 252, 003, 274, 489, 856, 000 possible combinations to solve a Rubick's cube. In the same fashion, there are nearly an infinite number of choices you can make that will affect the future of your finances. One wrong move can put you further away from your financial objective just as much as one right move, will propel you to your ideal destination.
Although you will always be in the driver's seat of your financial decisions, my duty as your Wealth Manager is to help you steer your financial decisions in the best direction for your goals.