Investments & Wealth Management
Newtown Investment Solutions
We provide our clients with professional guidance to build, preserve and manage their wealth. Let's create a plan and put a broad-range of investment solutions to work for you.
Investment Planning
We'll work closely with you to create a plan and make recommendations tailored to meet your personal and family's goals.
- Financial & Estate Planning
- Asset Management
- Insurance
- Retirement
- 529 College Savings Plans
Retirement Planning
Let's evaluate your retirement plans, pensions and social security to make the most of your retirement income.
- 401(k) & IRA Rollover Services
- Mutual Funds
- Annuities
- Tax strategies
Business Services
Services for our business clients.
- 401(k)s and SEPs
- Key-person life insurance policies
- Disability policies
- Investing funds from sold businesses
Speak with us today
Learn more about all the ways we can help you reach your financial goals. To arrange for an appointment, stop by any of our branches or call 203.426.4440 ext. 3148.
Luke Robichaud, CFP®
Director of Wealth Management, Newtown Savings Bank
Program Manager, Financial Advisor, Osaic Institutions, INC.
Director of Wealth Management, Newtown Savings Bank
Program Manager, Financial Advisor, Osaic Institutions, INC.
With over 20 years of industry experience, Luke works closely with clients to develop and provide comprehensive tailored strategies to support of a wide range of investment goals, including retirement planning and wealth management. He holds FINRA series 6, 7, 24, 63, and 65 registrations. Luke is also licensed in life and health insurance and holds the prestigious Certified Financial Planner (CFP®) designation, obtained through the College for Financial Planning.
Luke is an avid runner and triathlete, he has completed in several marathons and qualified for the Boston Marathon. Above all, Luke and his wife are proud parents of a daughter and son both now in college and cherish their time together in Redding, CT.
Christopher Lineberger
AT, Financial Advisor, Osaic Institutions, INC.
Chris has more than 30 years of industry experience, with firms such as JPMorgan, Morgan Guaranty Trust Company of New York, New York Life Insurance Company and Prudential Advisors. He resides in Wilton with his wife and two children and is active in the community. As part of the Newtown Investment Solutions team, he will continue to develop and implement customized strategies for his clients in support of a wide range of investment goals, including retirement planning and wealth management. He holds series 7, 63, and 66 registrations. Chris is also licensed in life and health insurance, and he has a background in comprehensive Medicare and long-term care planning.
Brenda Alcantara
Licensed Sales Assistant, Osaic Institutions, INC.
brenda.alcantara@osaicinstitutions.com
203.426.4440 ext. 3148
Brenda began her career as an intern with Newtown Savings Bank prior to moving into her role as Sales Assistant. She works with our investment team on client needs, ensuring account management and providing excellent service to help clients achieve their financial goals. She holds FINRA Series 7 and 66 registrations, along with licenses in life and health insurance. Brenda graduated from Western Connecticut State University with a Bachelors in Finance with a concentration in Investments and Markets.
Brenda currently resides in Beacon Falls with her husband, their dog, and two cats. Committed to giving back, she serves on the WCSU Alumni Association Board and the Latino Scholarship Fund Board.
Investment Resources and Background Information
brokercheck.finra.org is an external link which provides the public information on the professional background business practices, and conduct of Financial Industry Regulatory Authority (FINRA) members.
Investment and insurance products and services are offered through Osaic Institutions, Inc. Member
FINRA / SIPC. Osaic Institutions and Newtown Savings Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.