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.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
How Income Taxes Work
A quick look at how federal income taxes work.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
There are common mistakes you can avoid when saving for retirement.
Here's a breakdown of how the federal government spends your tax money.
Read this overview to learn how financial advisors are compensated.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are hundreds of ETFs available. Should you invest in them?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Here’s a quick guide to checking to see if you have unclaimed money.
There are a few things to consider when buying or leasing your next vehicle.
Do you know how to set up your financial goals for success? This knight does.
Even low inflation rates can pose a threat to investment returns.