A Personal Approach
Lava Wealth Management is a client-centric, independent investment advisor. We are interested in your goals, your expectations for yourself, your life, your investment portfolio. We want to understand how you view the investment process, what your previous investing experience has been, what your risk tolerance is. Based on those discussions, we will steadily create an investment portfolio for you that reflects your needs and goals and that is compatible with your risk tolerance.
In other words, we are interested in you and building a mutually beneficial relationship, one governed by trust and understanding. And we want you to be able to sleep well at night, secure that your money and your investments are sound and being well managed.
Leadership
Richard A. Newman is the founder and Managing Partner of Lava Wealth Management. He has been investing in public companies, private companies, and real estate for himself and his family for decades. After years of working with a limited number of clients who requested his assistance, Richard founded Lava Wealth Management to provide investment advice and management to a broader group of clients. Lava Wealth Management operates under the auspices, and under the regulatory supervision, of the SEC.
Richard’s prior experience covers a wide range of activities. For years, he worked as a partner in two family offices that were focused exclusively on private equity transactions which involved the acquisition, management, and, finally, divestiture of companies. Richard has also worked as a a teacher, school administrator, investment banker and turnaround consultant. His commercial career began in crisis management, consulting to financially troubled companies.
Richard received his BA, with honors, from Brown University, an MA (Education) from the Stanford University School of Education, and an MBA from the Stanford University Graduate School of Business. He is happily married and has two fabulous daughters.
