Patrick Newton at Highpoint Advisors LLC

09/02/2026

08/26/2026

season is coming up! Are you a new , moved school districts or just never set up your supplemental retirement savings (403b)? Let me help you get your retirement savings started. Schedule now at www.highpointadv.com/patrick-newton. We can complete the full process on Zoom! I can work with any school district employee in New York State.

HighPoint Advisors is located in East Syracuse, NY. Patrick joined HighPoint Advisors in 2013 after spending ten years in the financial pl...

08/12/2026

2026 came to a close last night. This is an annual opportunity, in person, to hear from our partner LPL Financial. We learn about where they are headed and how their scale benefits our business and our clients. We have the opportunity to talk to the various departments of LPL directly about what’s working and what is not. There are some great tools for advisors coming soon. I’m looking forward to sharing those as they become available. Think accessibility and ease through the use of in house AI (created by LPL so it can remain super secure). We also talked to all of our close product partners as they support our business and clients in more ways than you know (think research, technology, due diligence). LPL Focus 2026 is a chance to look at our business and see how we can continue refining our processes for the best client experience.
We also had some fun while in San Diego!

07/31/2026

Know a new teacher or one that is switching districts? They have a lot on their mind as we head into August. I can help take one of those things off their mind....their retirement plan.
Schedule an appointment either in person or on Zoom:

This year, take the one day challenge and see the difference that one day can make with your retirement savings...

07/31/2026

Safe travels Dana! We are taking care of your substitute today. Keeping her warm and caffeinated.

Dana is out of town today, but she didn't want us to miss her too much in our Friday team meeting, so she left us this. Not quite the same as when she's here, but we did our best, haha! When a team member is out of the office, we band together to help out each other out.

07/27/2026

Always a fun event!

07/22/2026

When is the right time to start educating your teen on financial matters, including saving for retirement? As soon as possible. Hartford Funds has some great, easy to read guides. Check this one out:

For young investors, a Roth IRA can be a useful tool for building long-term savings and working toward financial security.

07/16/2026

Get the position then open a new 403b or transition an existing one. Use my experience to make the process easier for you. Schedule now at www.highpointadv.com/patrick-newton.

Webster CSD is looking for a part time Physical Therapist and a part time Occupational Therapist for the 2026-2027 school year! See details and apply online here: https://www.applitrack.com/websterschools/onlineapp/default.aspx?Category=Mental+Health%2fRelated+Services

07/06/2026

You're INVITED! 🎉 Our annual Shred Event will be held on Tuesday, July 21st from 12pm-2pm. Stop by for our picnic in the parking lot while we shred our old mail and documents in an eco-friendly way. ♻️ There's going to be giveaways, food, drinks and a lot of fun!

Can't make it? That's okay! Stop by our office with your papers to shred Mon - Fri from 8:30am - 4:30pm and we'll safely dispose of them for you!

👉Make sure to RSVP with Dana at [email protected] or call 315-627-0474.

We hope to see you there! 😁