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.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
An increasing number have been developed to help individuals with their personal finances.
Here are five facts about Social Security that are important to keep in mind.
Read this overview to learn how financial advisors are compensated.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Around the country, attitudes about retirement are shifting.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Women must be ready to spend, on average, more years in retirement than men.