About You:
You, our client, is the sole reason we exist as wealth managers. Our singular goal is to assist clients in achieving their financial freedom. We are grateful for the opportunity to serve our clients and we appreciate their trust.
About Us:
Founded in 1992, NDS Wealth Advisors is an independent, employee-owned wealth management firm serving individuals, families, trusts, estates, corporate and non-profit organizations. We are an SEC Registered Investment Advisor located in Providence, RI.
We are a fee-only advisor. We are not affiliated with any financial institution. NDS Wealth Advisors does not hold client assets. Charles Schwab Institutional is the custodian for our clients’ assets.
NDS Wealth Advisors strives to provide the highest quality investment and wealth management services to our diverse client base.
Our team consists of five experienced investment and wealth management professionals with over 150 years of combined experience. Together with our dedicated and experience staff, our goal is to provide the best overall services and advice to our clients.
William Newman, CFP® is a principal and co-founder of Newman Dignan & Sheerar, Inc. and has over 38 years of investment...
John P. Sheerar is a principal of Newman Dignan & Sheerar, Inc. and has over 40 years of experience as an investment...
Edward D. Buxton is a principal of Newman Dignan & Sheerar, Inc. and has over 50 years of investment management...
Richard Cavanagh, CFP®, CFA is a Senior Investment Advisor with Newman Dignan & Sheerar, Inc. Prior to joining ND&S in...
Erik S. Manchester, CFP® is an Investment Counselor with Newman Dignan & Sheerar, Inc. Prior to joining ND&S in May 2014...
Dawn M. Carlson is an Office Manager at Newman Dignan & Sheerar, Inc. She has over 40 years of experience in the...
Ann C. Keating is an Account Administrator at Newman Dignan & Sheerar, Inc and has over 41 years of trust management and...
Isabel M. Blakely is an Investment Administrator at Newman, Dignan & Sheerar, Inc. Prior to joining our firm, Isabel was...