We Are Your Advocates. Experience the Difference.
Newport Capital Advisors is a leading independent wealth management firm in Newport Beach, California offering customized financial advice to individuals, families, businesses and their employees.
Our independence means our focus is clearly on our client’s best interests. We are not attached to any big institutional firms and we always maintain our objectivity to provide our clients with our best possible advice to help them achieve their personal and business goals.
We lead with advice, navigating the extraordinary responsibility of significant wealth. Our firm brings together a deep understanding of capital markets, a unique approach to manager research, and a portfolio built specifically for your needs.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This worksheet can help you estimate the costs of a four-year college program.
Try these activities to keep your brain sharp.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
How long does a $20 bill last?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Understanding how capital gains are taxed may help you refine your investment strategies.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are three things to consider before dipping into retirement savings to pay for college.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What does your home really cost?
All about how missing the best market days (or the worst!) might affect your portfolio.
Here’s a crash course on saving for college.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.