Newtown Investment Solutions

Woman on phone talking to 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 and Retirement Planning  

Whether your goal is a customized and well-diversified portfolio, a secure retirement, protection against the rising cost of long term care or any number of financial planning objectives, a wide array of wealth management and financial solutions from top providers is available to you: 

  • Stocks
  • Bonds
  • Mutual Funds (4,000+ from leading fund families)
  • Annuities
  • Individual Retirement Accounts
  • 529 College Savings Plans
  • Long Term Care Insurance
  • 401(k) Rollover/IRA Rollover Services
  • Managed Portfolios
  • Financial Planning
  • Business services (including 401(k)s and SEPs)
  • High  net-worth and foundation services

Resources and Background Information is an external link which provides the public information on the professional background business practices, and conduct of FINRA members.

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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 .

Contact Us

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

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 covers the Newtown, Bethel, Brookfield, Danbury, and Southbury offices.

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. 

Picture of Matthew O'Brien, Vice President, Newtown Investment Solutions - Financial Advisor, Infinex Investments, Inc. Matthew O'Brien

Vice President, Newtown Investment Solutions 

Financial Advisor, Infinex Investments, Inc.


Matthew joined Newtown Savings Bank in 2015 and has been with Infinex since 2003. He holds his Series 24, 7 and 63 registrations, is registered to provide life & health insurance, and is state certified to sell CT Partnership LTC Plans. A resident of Oxford, Matt covers the Shelton, Monroe, Trumbull, Oxford, and Woodbury offices. 

Picture of Nadine Paine, Sales Associate

Nadine Paine

Sales Associate

203.426.4440 ext. 3144

Nadine joined Newtown Savings Bank in 2010, has been with Infinex since 2013 and has over 15 years in the financial services industry.

Nadine graduated Summa Cum Laude from Western Connecticut State University. She holds FINRA Series 7 and 66 Securities Registrations, as well as her Life, Accident and Health Insurance License.

She assists James Wallace and Matthew O’Brien, and serves as the liaison between the Investment Department and branch staff.

Picture of Rita Levon.

Rita Levon

Sales Assistant 

203.426.4440 ext. 3148

Rita joined Newtown Savings Bank in 2012 and has been with Infinex since 2014. Rita is a Sales Assistant to James Wallace and Matthew O’Brien. Rita manages the administrative duties for the office. She holds her Series 6 and 63 licenses. She has volunteered with St. Mary’s School in Bethel.

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.