HISTORY

Newport Capital Group can trace its roots back over 25 years beginning as a family office that was established to monitor, manage and advise one family’s assets and needs. The accountants, attorneys and financial advisors on staff have successfully operated as one unit providing tax, legal, and financial advice for the family and their various business interests.

As more people approached us for advice, we realized that our unique situation was attractive to outside clients. Due to the enthusiasm of these “outside” investors, Newport Capital Group was established. The values that were started over a quarter century ago continue to direct us today. We operate on the belief that if we hold our clients’ needs as they were our own, we can help significantly improve their financial well-being.

Newport Capital Group is a privately held company with a proven track record of helping Individuals and Corporations define clear objectives, build a strategy to achieve those objectives, and carry out the respective solutions through disciplined execution. The financial choices facing Individuals and Corporations are overwhelming and complex. Newport Capital Group understands this and provides a comprehensive suite of services developed specifically to address our clients’ needs and goals.

2006-2011 Newport Capital Group, LLC, All rights reserved.