Newport Capital Group traces its roots back nearly four decades, when the company began as a single family office that was established to monitor, manage, and advise a family’s assets and investment needs. The accountants, attorneys, and wealth managers on staff operated as one unit providing tax, legal, and financial advice for the family and their various business interests.
Many of our first clients, including prominent business owners and executives, had numerous questions about their respective organizations’ retirement plans. Naturally, they were curious about the extent of their personal liability. Our research revealed the prevalence of broker-advised plans with high fees, low service, commissioned investment products, and, in some cases, no due diligence.
Newport Capital Group became the answer, serving as a fiduciary partner and as a proactive and prudent expert. As more families approached us for guidance it became clear that we were on the right track. The enthusiasm of these affluent individuals and families over 15 years sparked the formation and establishment of Newport Capital Group as a multifamily office. These core values continue to drive us today. We believe that if we hold our clients’ needs as our own, we can significantly improve their financial well-being.
Over the years we have continued to expand our range of capabilities and depth of talent by working with institutions, Fortune 500 companies, foundations, endowments, and affluent families with complex issues. Today our team continues to adhere to the highest standard of fiduciary responsibility, upholding our clients’ best interests above all else.
Newport Capital Group puts a strong emphasis on culture and seeks to create a positive and unique work environment. We have an open, collaborative work environment that deepens our connections both with each other and with our clients. Our team is a family – we are close knit, attentive, and truly enjoy spending time together. We promote a healthy, fun environment while diligently working to service clients in the utmost professional manner. We are committed to celebrating one another through company outings, holidays, life milestones, and retreats on an annual basis.
Every member of our unique and amazing group contributes to the positive atmosphere in our office. We are passionate about helping others and making a difference in the lives of our clients. Anyone who walks into our office or connects with our team members can truly feel it.
We founded the firm in 2004, and since then, we have had the privilege of assembling highly qualified team members who have become more than colleagues over the course of our 15-plus years together. 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.Meet the Team
Newport Capital Group highly values our ability to serve our clients without having to answer to any third parties. As a Registered Investment Advisor with the SEC1 under the Investment Advisor Act of 1940, we have no allegiance to any parties other than our clients. While other advisors are impacted by their affiliation to other service providers, we are able to prioritize our clients’ needs and objectives in an unbiased manner. Our clients can be completely confident that we prioritize their goals above all else and that any recommendations made are not due to external pressures or constraints.
These strengths allow us to deliver our services to clients with what we believe is an unparalleled ability. Newport Capital Group has extensive experience working with institutions, corporations, and individuals who face unique challenges. We work very closely with all of our clients, not only in executing overall business objectives, but also in identifying personalized solutions, tailored to meet both short and long term goals.
Furthermore, Newport Capital Group encourages our team to keep a finger on the pulse of the dynamic financial landscape. This allows us to act proactively and preempt issues before they grow into problems, delivering superior service and fulfilling our clients’ objectives.
Newport Capital Group takes great pride in having built a team, in our opinion, with the highest level of talent and knowledge. We are confident that, between our expertise and our independent service model, we can work effectively to meet the needs of all of our clients.