By accessing this website, you acknowledge and agree to the terms outlined in these disclosures.
Newhouse is a family of independent but affiliated companies providing complementary professional services. Each entity operates separately and is solely responsible for the services it provides. Newhouse CPA is a California non-attest CPA firm providing tax and accounting services.
Newhouse Integrated Financial Advisors LLC (“NIFA”) is a Registered Investment Adviser providing investment management and financial planning services pursuant to written advisory agreements (registration does not imply a certain level of skill or training). Newhouse & Associates is an independently operated California-licensed real estate brokerage. Engagement with one entity does not create an engagement with any other. Clients are free to engage any Newhouse service provider, or none, at their discretion.
All content on this Site is provided for general informational purposes only and should not be construed as investment, legal, tax, or other professional advice. While we believe the information presented is reliable, we do not guarantee its accuracy, completeness, or timeliness. Any reliance on the material is at your own discretion.
Nothing on this Site constitutes an offer, solicitation, or recommendation to buy or sell any security or investment product. Advisory services are provided only to clients under a written agreement. Prospective clients should carefully review all engagement materials to determine suitability based on their individual circumstances.
Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Asset allocation, diversification, and financial planning strategies do not guarantee profits or protect against losses.
This Site may include links to third-party websites for convenience. Newhouse does not control or endorse these external sites and is not responsible for their content, accuracy, or privacy practices.
Access to third-party content is at your own risk.
Any performance information, including projections or hypothetical illustrations, is provided for informational purposes only and does not represent actual client results. Such information may not reflect the impact of fees, taxes, or changing market conditions.
Comparisons to market indices are intended for general reference only. Indices are unmanaged, do not reflect fees, and cannot be invested in directly.
Newhouse Integrated Financial Advisors LLC provides customized investment advisory and planning services based on each client’s goals, risk tolerance, time horizon, and financial circumstances. Fees and recommendations may vary by client and are fully described in our Form ADV Part 2.
Additional information about Newhouse Integrated Financial Advisors LLC, including our Form ADV Part 2A and 2B brochures, is available upon request or through the SEC’s Investment Adviser Public Disclosure website.
For more information about our firm and financial professionals, please visit FINRA’s BrokerCheck.
The information provided on this Site is subject to change without notice and may not reflect the most current developments. If you have questions or would like additional information, please contact our office directly.
Investment advisers are required by law to inform their clients of their policies regarding privacy of client information. We are bound by professional standards of confidentiality that are even more stringent than those required by law. Federal law gives the customer the right to limit some but not all sharing of personal information. It also requires us to tell you how we collect, share, and protect your personal information.
We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization. This can include but is not limited to your Social Security Number, Date of Birth, Banking Information, Financial Account Numbers and/or Balances, Sources of Income, and Credit Card Numbers or Information. When you are no longer our customer, we may continue to share your information only as described in this notice.
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law, including computer safeguards and secured files and building.
All Investment Advisers may need to share personal information to run their everyday business. In the section below, we list the reasons that we may share your personal information:
• For everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus;
• For our marketing – to offer our products and services to you;
• For joint marketing with other financial companies;
• For our affiliates’ everyday business purposes information about your transactions and experiences and information about your creditworthiness; or
• For non-affiliates to market to you.
If you are a new customer we may begin sharing your information on the day you sign our agreement.
When you are no longer our customer, we may continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.
Federal law allows you the right to limit the sharing of your NPI by “opting-out” of the following: sharing for affiliates’ everyday business purposes – information about your creditworthiness; or sharing with affiliates or non-affiliates who use your information to market to you. State laws and individual companies may give you additional rights to limit sharing. Please notify us immediately if you choose to opt out of these types of sharing.
DEFINITIONS: Affiliates – companies related by common ownership or control. They can be financial and non-financial companies; Non-affiliates – companies not related by common ownership or control. They can be financial and non-financial companies; Joint marketing – a formal agreement between non-affiliated financial companies that together market financial products or services to you.
Notwithstanding any other provision of this policy, SMS consent, mobile/telephone numbers, and text-messaging opt-in data are not shared with any third parties or affiliates, and are not used or shared for marketing, join marketing, or any non-affiliate marketing purposes. If you consent to receive SMS from Newhouse, you agree to receive account, service, and appointment-relate SMS from us. Reply STOP to opt-out; Reply HELP for support; Message & data rates may apply; Messaging frequency may vary. Visit www.newhousepm.com/disclosures to see our privacy policy and terms and conditions.
Please call if you have any questions. Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.
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