Newman Dignan & Sheerar

What Newman Dignan & Sheerar does

Newman Dignan & Sheerar, Inc. (doing business as NDS Wealth Advisors) is an independent, employee-owned, SEC Registered Investment Advisor headquartered in Providence, Rhode Island. Founded in 1992, the firm provides personalized wealth management services to high-net-worth individuals, families, trusts, estates, endowments, and corporate and non-profit organizations. Its service portfolio spans four core offerings: financial planning, investment management, retirement planning, and estate planning, supported by ongoing portfolio counseling and fiduciary advice.

The firm operates a fee-based advisory model in which compensation is aligned with client outcomes, and it explicitly disclaims proprietary products and third-party distribution conflicts. The team carries top-tier industry designations including CFP, CFA, and CIMA. Underlying technology is largely outsourced: client reporting is delivered through Tamarac's portal, and custody is provided by Charles Schwab, with no proprietary technology stack disclosed in the data.

Distribution is direct and regional, relying on face-to-face consultations, scheduled appointments, and content marketing (a Weekly Commentary blog and Quarterly Newsletter) for prospect engagement. The firm has 11-50 employees, operates from a single Providence office at 260 West Exchange St, and serves clients across the Northeast United States. No subsidiaries, parent company, funding rounds, or M&A activity are indicated.

Name

Newman Dignan & Sheerar

Legal name

Newman Dignan & Sheerar, Inc.

Website

https://newmandignan.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

11–50 employees

Short description

NDS Wealth Advisors is an independent, employee-owned SEC Registered Investment Advisor in Providence, RI providing fee-based financial planning, investment management, retirement, and estate planning services to high-net-worth individuals, families, trusts, endowments, and nonprofit organizations.

Ownership category

akta.pro rank

Product category

Wealth Management and Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industry

Personal & Family Trust Services (FSAAANAA)

Keywords

• Wealth management services
• Investment advisory
• Retirement planning
• Estate planning services
• Financial planning

Headquarters

HQ city

Providence

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Advisory Fees: Fee-based advisory services where the firm operates as a fiduciary acting in clients' best interests. The firm is described as a 'fee-based Advisor… we do better when our clients do better' indicating an alignment of interests with client outcomes.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Newman Dignan & Sheerar (d/b/a NDS Wealth Advisors) is an SEC Registered Investment Advisor that delivers personalized wealth management services to individuals, families, trusts, estates, endowments, and corporate and non-profit organizations. The firm offers four core services: financial planning, investment management, retirement planning, and estate planning, delivered as a fee-based fiduciary advisory practice. Client assets are custodied at Charles Schwab, with client reporting provided through the Tamarac portal.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning services for individuals, couples, and organizations to help them make informed decisions and achieve financial success.
• Investment Management Boutique-style personalized investment services including personalized investment strategy development, diversification management, and ongoing portfolio counseling to help create and preserve wealth.
• Retirement Planning Retirement planning services to help individuals and families prepare for and achieve financial independence during retirement.
• Estate Planning Estate planning services including trust creation, will education, powers of attorney, executor selection, beneficiary designation, estate tax minimization, and legacy distribution planning.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Scale indicators1 record

Recent moves5 records

Expansion highlights3 records

Market position

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Newman Dignan & Sheerar