Broker Check

Wealth Management

Grow and Protect Your Wealth

At Newport Capital Advisors, customized portfolio design and management is at the core of our offering. Many of our clients seek us out specifically for our investment management expertise. Others are interested in our comprehensive approach to develop a plan for their overall wealth management needs. In either case, we take the time to get to know our clients up front. We spend time to understand your personal situation and financial goals, which results in a customized investment portfolio and wealth management solutions tailored to your personal needs. As a leading independent wealth management firm, we take our role as your advisor seriously. After all, it’s your money, and we are here to help you make the most of it.

Change Your
Financial Future Today

Benefits of a Tax Efficient
Distribution Strategy

Take a big step today and start your financial plan! Use the “Have a Question?” box below to request a complimentary, personalized, consolidated net worth statement that shows all your brokerage accounts, investments, liabilities, real estate, and any other assets of value, all in one place, all on one bank secure, password protected page, updated daily, no matter where your assets are held. We do this for all our clients, but you do not have to be a client to do this with us.  

As our industry evolves—and the financial markets become more complex—Newport Capital Advisors employs innovative technology coupled with personalized investment intelligence to provide truly client-focused wealth management. The Newport Capital Advisors platform delivers powerful open-architecture solutions for advanced research and analytics, portfolio management, and reporting capabilities.

Newport Capital Advisors resources run deep utilizing the global investment research of over 120 leading wealth management institutions including Alliance Bernstein, Blackrock, Capital Group, Cohen & Steers, Columbia, Eaton Vance, Fidelity, Goldman Sachs, Invesco, Janus, John Hancock, JP Morgan, Lazard, Loring Ward, Morningstar, PIMCO, PMC, Potomac, Redwood, Russell, Symmetry, Vanguard, and Wilshire.

Let’s talk about we can help you reach your goals now and in the future.

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