Newtown Investment Solutions

Whatever ambitions you have for yourself or your business, the dreams you have for your family or the legacy you hope to leave behind, Newtown Investment Solutions will put the broad-range of retirement and investment solutions to work on your behalf. We’re here for you, right in your community.

Investment Planning

Our team of financial advisors, asset managers, and investment advisors will help build a personalized investment plan to meet your goals. Our experienced financial experts at Newtown Investment Solutions will walk you through your investment options and make recommendations tailored to your unique financial situation.

Our investment services can help manage:

  • Stocks 
  • Treasury and Municipal Savings Bonds 
  • Individual Retirement Accounts 
  • 529 College Savings Plans 
  • Managed Portfolios 
  • Financial Planning 
  • Business services (including 401(k)s and SEPs) 
  • High net-worth and foundation services

Retirement Planning

Planning for retirement on your own can be a challenge. Managing personal retirement plans, pension plans, social security, and other investments can become a burden. The expert retirement planners at Newtown Investment Solutions can help make retirement planning easy. 

Our retirement planning services can help manage:

  • 401(k) Rollover/IRA Rollover Services 
  • Mutual Funds (4,000+ from leading fund families) 
  • Annuities 
  • Early retirement planning
  • Long Term Care Insurance 

To learn more about retirement planning and retirement savings plans, visit our retirement planning page. 

Investment Resources and Background Information is an external link which provides the public information on the professional background business practices, and conduct of Financial Industry Regulatory Authority (FINRA) members.

Find Out More

If having locally-based financial advisors that are guided solely by your best interests sounds like a better idea to you, Newtown Investment Solutions could be the answer. 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.

Contact Us

Jim Wallace

Jim Wallace 
Vice President, Newtown Investment Solutions
Financial Advisor, Infinex Investments, Inc.

For nearly 20 years Jim has been helping clients achieve their financial goals. He joined the Newtown Savings Bank team in 2006 and has been with Infinex since 2004. His clients include individuals, business owners, businesses, and non-profit organizations. He holds his series 6,7,63,65 and Life and Health Insurance licenses. Jim has been named a 5-Star Wealth manager for the past four years and an Elite Advisor for the past three years. 

Jim and his wife Linda reside in Sandy Hook with their three sons. He has served on numerous committees and boards including Newtown Youth and Family Services, Newtown Youth Lacrosse, Pomperaug Woods, The Newtown Lions and the Cub Scouts. 

headshot of lukeLuke Robichaud
Assistant Vice President, Newtown Investment Solutions
Financial Advisor, Infinex Investments, Inc.

Luke has more than 20 years of industry experience. As part of the Newtown Investment Solutions team, he strives to work in the clients’ best interest while developing and providing comprehensive tailored strategies for clients 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.

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/ SIPC. Newtown Investment Solutions is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex 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.