About Us
We specialize in providing consulting and financial solutions for institutions, foundations, endowments, affluent families, business owners and executives. We combine resources, relationships, and expertise to deliver customized solutions for every client that align with their best interests.
Our mission is to give our clients peace of mind by working as their partner to achieve financial goals.
We are committed to the highest level of service with a cohesive and experienced team holding numerous professional designations, including AIF®, CFP®, CFA and various securities licenses.
Our History
Newport Capital Group started nearly four decades ago as a single-family office providing integrated tax, legal and financial advice. Initially serving a family, our team of accountants, attorneys and wealth managers expanded to include prominent business owners and executives, particularly addressing retirement plan concerns.
Recognizing issues with broker-advised plans, we positioned ourselves as fiduciary partners, offering transparent, diligent and client-focused services. This approach led to the establishment of Newport Capital Group as a multifamily office 20+ years ago, driven by our core values of prioritizing clients’ needs.
Today, we serve institutions, Fortune 500 companies, foundations, endowments and affluent families, maintaining the highest standards of fiduciary responsibility and always prioritizing our clients’ best interests.
Our Culture
Newport Capital Group emphasizes a positive and unique culture with an open, collaborative work environment. Our team operates like a family—close-knit, attentive and enjoying each other’s company. We balance professionalism with a fun, healthy atmosphere, celebrating through company outings, holidays, life milestones and annual retreats.
Every team member contributes to our positive office environment. We are passionate about making a difference in our clients’ lives, a commitment that is evident to anyone who interacts with us.
Our Team
We are a close-knit family at Newport Capital Group and we invite you to get to know the people who we share most of our time with, while bringing an array of specialties to our firm and clients.