WHO WE ARE

We believe that life is more than a paycheck.  Our mission is to ease your worries and help you create a sound financial strategy that provides not only a steady paycheck for life, but a “playcheck” as well.

WE BELIEVE...

Every conversation should be about the client or prospective client, not about the advisor.

WE BELIEVE...

In conversations that help you look at your most crucial issues in a new light, often providing you with huge breakthroughs.

WE BELIEVE...

In truly transformative conversations that provide you with guidance, direction, and a renewed sense of confidence about your future.

WE BELIEVE...

These conversations are the first step in creating value and building strong trust-based relationships that last.

Lew Newton

Q

Lew Newton

Lew Newton

Lew Newton began his career in financial services in 1975 with Prudential Life Insurance. In 1978, he was recruited by American Family Insurance Company to open a Life, Health, Property & Casualty insurance agency in Clarksville Indiana. In 1986 Commonwealth Life Insurance Company in Louisville, Kentucky recruited Lew as a Special Agent before his joining American Capital Management in 1989, as a registered investment advisor representative. He opened Highland Financial Management as an Independent Registered Investment Advisor in 1993 and then merged his advisory practice with American Capital Management in 2012.

He is a former member of Kingdom Advisors as well as the National Association of Insurance and Financial Advisors (NAIFA) and has taught courses for the Life Underwriters Training Council (LUTC). He has also served two terms as President of the Financial Planners Association of Kentuckiana (FPAKY). Lew has been published in two National Trade Magazines – LAN and Life Insurance Selling. He was also a certified instructor for both Indiana and Kentucky for Life, Health, Property and Casualty Insurance.

Lew manages retirement and personal investment accounts for over 200 portfolio management clients. From a fee-based financial planning perspective, Lew develops, recommends, implements, and monitors financial plans for individuals, families, and owners of closely held corporations. These plans include repositioning of investment assets, the most tax advantaged titling of assets, risk management, budgeting, and business planning.

Lew and Gretchen’s core belief is that everyone deserves to move their financial life forward with independent, fiduciary advice with an advisor who can create and revise your plan as your retirement goals evolve. Together we can create an holistic approach that considers far more than just what’s needed for retirement savings.

Lew is married to Charlotte O’Leary Newton and together they have six children, five grandchildren and three great grandchildren. Lew was ordained as a Southern Baptist minister in 1979 and currently serves as the Minister of Outreach & Evangelism at Crossroads Christian Church of St Matthews. Lew is also an entertainer, having performed all over the Midwest with his magician partner, Craig Sergent from 1983 until 2018. First as a mime, then in 2011 he began performing as a ventriloquist and they changed their act to become, “The Action Bros, Dynamic Duo of Comedy Magic”

Gretchen (Newton) Mitchell

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Gretchen Mitchell

Gretchen MitchellGretchen A. Mitchell (Newton) is an investment advisor representative with American Capital. She completed her business management certification Magna Cum Laude with Ivy Tech in 2020.

She obtained her Life & Health Insurance license in 2021 along with her series 65 license in 2022. Before her certifications, she worked as an Implementation Project Manager for a global credit card processor, specializing in enterprise clientele processing no less than $30 million in transactions per year.

Gretchen now manages retirement and personal investment accounts for over 200 portfolio management clients. From a fee-based financial planning perspective, Gretchen also develops, recommends, implements, and monitors financial plans for individuals, families, and owners of closely held corporations. These plans include repositioning of investment assets, the most tax-advantaged titling of assets, risk management, budgeting, and business planning.

She is married with two sons, and highly focused on education, coaching, and planning for women and families.

How Can We Help Today?

ADDRESS:

3101 Breckenridge Lane, Ste 4B

Louisville, KY 40220

 

PHONE:

(502) 777-0711