Newman, Dignan & Sheerar Providence, Rhode Island A private wealth practice · Est. 1993
Say hello
A Bernese mountain dog mid-leap across a green field, motion-blurred
The same dog a moment later, landing in the water in a burst of spray

For the person in the family who worries the most.

Machine intelligence, so nothing about the money is ever missed.

Unreasonable humanity, so you are no longer the only one holding it.

The weight moves
to us. The say stays
with you.

Start here

What this is, and why it's worth your time

If this is you

You are the one holding it all

Your parents need help.
Your kids still need you.
Your career asks more than ever.
And the decisions that affect everyone land on you.

Usually all at once. You do not need another lecture about the market. You need two things at once.

  • A machine that watches every account, every day, and misses nothing.
  • People who know your whole life, not just your accounts, and who never mistake you for a risk score.

We do the tending. You keep the say. Independent, so the advice answers to you.

A couple walking together along the beach

The first step

A conversation, with no agenda

Bring the whole picture, or just the one thing keeping you up at night. We listen, ask a few questions, and tell you plainly whether we can help. If the answer is not us, we say so.

Begin a conversation

or call 401-351-4010

By appointment. In person or by video.

A man in a linen shirt standing beside a banana plant

The work, as it actually happens

What lands on our desk
Aging parents
The decisions that don't fit on a spreadsheet. The ones nobody wants to be first to bring up.
Children, in motion
College, weddings, first homes. Real costs, arriving while the runway gets shorter.
Retirement, soon
When the math becomes the smaller question and identity becomes the larger one.
Portfolio design
Designed around your life, not assembled from parts. The difference matters more than it sounds.
Tax & estate
Coordinated with everything else. Nothing handled in a silo.
A single relationship
One advisor. Ongoing. For as long as it serves the work.

The part you never have to think about

Nothing about the money is missed
  • Every account, every day. Including the $40,000 Roth nobody else would bother with.
  • Rebalanced when it drifts, not when somebody remembers.
  • Every trade made with the tax bill in view.
  • Nothing late. Nothing waiting on you to chase it.

Not optimized. Tended.

What you stop carrying alone

What gets lighter

The noise.

You stop waking up to twenty priorities competing for your attention. There is a way to think about things one season at a time.

The conversations.

With parents. With children. With one another. They become easier to begin when there is finally a plan gentle enough to hold real life.

The future.

Not because uncertainty disappears. Because you stop facing it without perspective, or someone to help you carry it.

What you never hand over

What stays yours

The decisions.

Every one. We bring the counsel and the numbers. You make the call.

The questions.

As many as you want, as often as you want. None too small.

The whole picture.

We do not simplify the money. We do not simplify you.

A woman in white linen sitting quietly on a garden bench

The work, step by step

How this actually goes
01

See clearly.

Start with the life, not the portfolio. Name what the money is for, and which wants are even yours.

02

Build intentionally.

Design the plan and the portfolio around that life, on purpose.

03

Keep the say.

Every decision is still yours. They just stop arriving all at once, and you stop making them alone.

A man in white linen pants leaning beside a banana plant

A little about who's writing this

About Parker
Fifteen years at Capital Group
Founder of an independent advisory practice
MBA, Drucker School of Management
CIMA®, Carnegie Mellon University
Serving families across Rhode Island and New England
He lives in Jamestown with his wife Erin and their five children.
· · · · · ·
About Erik
Erik S. Manchester, CFP®, is an Investment Consultant at NDS. He came to the firm in 2014 from Morgan Stanley Wealth Management, where he managed portfolios for individuals, family trusts, endowments, and retirement plans.
· · ·
Before financial services, he was an account manager for a specialized manufacturing company in North Kingstown serving the offshore and military industries. He is a graduate of the College of Business at Florida State University with a degree in finance, and an Eagle Scout.
· · ·
Erik lives in North Attleboro, Massachusetts with his wife Kerri and their three children.
A woman in a white sundress with a woven bag, beside palms

A short note, sent each week

A letter, on Mondays
One thing worth noticing. One thing worth doing. About five minutes to read. No selling, ever.
A man in a white linen shirt beside a tall banana plant

Some short films, made slowly

Things we keep noticing
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The 4am List

i. · a short film
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The Dark Night of the Soul

ii. · a short film
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The Retirement Cliff

iii. · a short film
the rest of them, here