Helping Americans save for retirement across the country

Newport Capital Group works with institutions and families across the United States from our headquarters in Red Bank, NJ. We believe our clients join us because of our reputation as an independent, objective and trusted advisor. Our objectivity means that our recommendations are based on one thing: what we believe is in the best interest of our clients.

Private Wealth

As your partner, we will be your sounding board and trusted source for impartial and educated guidance on all your important financial life decisions.

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Institutions

We offer fiduciary consulting solutions for clients including, but not limited to, 401(k), 403(b), defined benefit, NQDC plans and endowments.

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Resources

The financial world is complex and difficult to navigate. We share tools, insights and relevant content to add clarity and impart knowledge as a resource.

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Who Is Newport?

Newport Capital Group is a Registered Investment Advisor with the SEC¹ under the Investment Advisor Act of 1940 based in Red Bank, New Jersey. We provide customized consulting and financial planning solutions to affluent families, business owners, executives, and institutions. By integrating and leveraging our combined resources, relationships, expertise, and experience, Newport Capital Group brings tailored solutions to clients. Our mission is to help our clients achieve their financial goals by delivering an unbiased perspective and focusing on processes that are disciplined and established. Operating with a deep sense of caring and connection, we commit ourselves to providing the highest level of service possible with an advanced level of experience and talent.

Why Newport?

Values

Our core values put our clients at the forefront of all decision making.

Independence

We believe our independence and fiduciary status allow us to operate impartially.

Experience

Our team members hold designations including CFA, CFP®, MBA, or AIF® to give our clients what we believe are the best recommendations possible.

Teamwork

We work as one cohesive unit so our clients receive proactive and tailored solutions from our team members.

Our Awards

We invite you to view all our awards and rankings.

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