12 Months of Proactivity
Is a Cash Balance Plan the Key to Reducing Your Taxes?
Bruce Gendein shares how cash balance plans and other advanced strategies can help business owners address tax challenges, build long-term value, and support estate planning goals—depending on their unique circumstances.
“Last thought I always give to my clients: NOT ALL MONIES ARE TAXED THE SAME.”
Meet Your Advisor
Bill Newton
Partner and Senior Wealth Advisor, Destiny Wealth
Bill Newton is a seasoned financial expert with a distinguished career spanning several decades. As a Partner and Senior Wealth Advisor at Destiny Wealth’s Jacksonville office, Bill specializes in providing comprehensive, CFO-level strategic advisory services tailored for business owners and high-net-worth clients and their families.
Bill’s journey in the financial sector began in the 1980s as a Cable TV executive, where he played a pivotal role in developing the Beaches area’s infrastructure. Transitioning into the realms of Insurance and Investment Management, he soon recognized the critical need for robust asset protection and succession planning. Since 1997, Bill has dedicated himself to addressing these challenges, helping clients safeguard their wealth and plan for the future.
A proud graduate of Old Dominion University, Bill was a standout Division I golfer, a passion he continues to pursue. He has won multiple men’s and senior men’s Club Championships at Sawgrass Country Club and Marsh Landing Country Club.
Bill is also known for his insightful “Newton’s Laws of Financial Gravity,” the first of which asserts, “when your net worth goes up, it must continue to go up!”
Let’s Talk
We invite you to schedule an introductory conversation to discuss how Destiny Wealth can support your goals.
904.482.1131
13400 Sutton Park Drive S., #1501
Jacksonville, FL 32224