About Us

We are your partners. Not just advisors.

Our Legacy

At Skyline Wealth Strategies, we take the time to truly partner with you to create a customized plan, help you make the most informed decisions, and keep you secure and on track. Our clients are clients for life. And as a lifelong partner, we listen to you and invest in you. Your goals become ours. And we do our part to help you do yours. Together, we succeed. That’s a partnership.

Most advisors are quick to offer up one-size-fits-all financial advice. That’s not how we work at all. We take the time to truly partner with you to create a customized plan, help you make the most informed decisions, and keep you secure and on track throughout marketplace uncertainties. Our clients are clients for life. And as a lifelong partner, we listen to you and invest in you. Your goals become ours. And we do our part to help you do yours. Together, we succeed. That’s a partnership.

Meet Our Team

Jadon Newman

Founder

With nearly two decades of experience in the financial services industry, Jadon Newman specializes in retirement planning, real estate investment, and asset management. Jadon’s financial acumen and outside-of-the-box thinking also led him to found form Noble Capital, a strategic partner of Skyline Wealth Strategies.

With nearly two decades of experience in the financial services industry, Jadon Newman specializes in retirement planning, real estate investment, and asset management. Jadon’s financial acumen and outside-of-the-box thinking also led him to found Noble Capital, a strategic partner of Skyline Wealth Strategies.

Omar Saenz

VP Operations 

Omar Saenz has decades of business acumen to the company and a proven track record working for Fortune 100 companies. Omar brings a vast amount of expertise in Retirement Income Planning, Wealth Management Operations, and Client Support.

Omar Saenz has decades of business acumen to the company and a proven track record working for Fortune 100 companies. Omar brings a vast amount of expertise in Retirement Income Planning, Ops Management VP Operations, and Client Support.

Frequently Asked Questions

What’s Different About Our Process?

The Retirement Blueprint works with your assets to set up multiple income streams through insurance and annuity products, which are strategically distributed during your retirement to ensure a predictable monthly income. These income streams will take into account your desired lifestyle and cost-of-living increases. We also plan your income distributions to minimize taxation so your nest egg goes further, providing you with a longer and more secure retirement.

Your first appointment is a chance for us to get to know each other. We’ll discuss your retirement goals and get a broad overview of your specific financial profile.

The initial appointment typically takes 1.5 hours.

To create a strong retirement strategy, we recommend having $100,000 dollars or more in investable assets.

Investable assets include any assets that can be converted into cash including bank accounts, liquid investments, and the like. Your home, automobiles, and other physical assets do not qualify.

Our Retirement Dinner and Discussions cover the general information you need to consider when planning for retirement. We also provide an overview of our approach to building your retirement strategy. The seminar runs less than two hours and a complimentary dinner will be served to all attendees. During the presentation, we’ll teach you about:

  • Mitigating Risk
  • Predictable Income
  • Long-Term Care
  • Tax Strategies Utilizing Insurance
  • Tax Strategy

Our Strategic Partnerships

Our strategic partnerships allow us to better serve our clients. We are proud to partner with Noble Capital, a private investment establishment with the goal of spearheading innovation in emerging markets while leveraging the core principles of growing companies. With over 20 years of experience, Noble Capital strives to help accredited or institutional investors seeking alternative investments with the right fund manager, as well as a founder or entrepreneur seeking to scale and monetize the company with the right private equity partner.