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Our Team

Newport Capital Advisors offers comprehensive financial solutions to help you meet your goals. Additionally, we work with your existing legal, insurance and accounting advisors to ensure that you receive the maximum benefit from our collective knowledge. Should additional resources be required, our team of professionals stand ready to help you find solutions to financial issues of any complexity that may arise.

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WEALTH MANAGEMENT

Newport Capital Advisors

 888.657.3847
 info@newportcapitaladvisors.com

Charles F. Farrell

Charles F. Farrell

President & CEO

COMPLIANCE

Newport Capital Advisors and Cooper McManus

Arthur Cooper

Arthur Cooper

Managing Director

Jason Werner

Jason Werner

Principal Support

Tonya Collier

Tonya Collier

Acting Principal

ESTATE PLANNING

Newport Capital Advisors works with Albrecht & Barney

Richard J. Albrecht

Richard J. Albrecht

Attorney & Founding Partner

TRUST SERVICES

Newport Capital Advisors works with Premier Trust

Mark Dreschler

Mark Dreschler

Co-Founder, President & CEO

BUSINESS RETIREMENT PLANS

Newport Capital Advisors works with United Retirement Plan Consultants

ANNUITIES

Newport Capital Advisors works with Ladenburg Thalmann Annuity Insurance Services

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