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.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Marriage changes everything, including your insurance needs.
There are common mistakes you can avoid when saving for retirement.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Good employee health can be great for the company’s bottom line.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
How literate are you when it comes to your finances? Brush up with these five basics.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
How do the markets usually react to elections? Was the 2016 election any different?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
The decision whether to buy or rent a home may have long-term implications.