Private Wealth Services
Newport Capital Group works with clients to build their financial legacies and preserve their wealth.
Our mission is to ensure your financial security by simplifying the complexities of your financial life. We prioritize understanding what matters most to you and your family, collaborating with you to address challenges and plan for milestones, giving you confidence in your important financial decisions.
Our strong family culture extends to our client relationships.
As your partner, Newport Capital Group serves as your trusted advisor, offering impartial and informed guidance on all your significant life decisions.
Financial Planning
We take a holistic approach to your financial situation, creating a plan to help you reach your goals.
Our process begins by understanding your motivations, successes, goals and what matters most to you, including your key relationships.
Next, we assess your current financial picture, gather data and establish objectives. We analyze this information to develop a customized plan, ensuring you are comfortable and involved throughout the process.
Once the plan is in place, we actively monitor and adjust it to stay aligned with your evolving objectives. Our process aims to give you the freedom to enjoy life with less financial stress.
Portfolio Management
Once we understand your individual risk and time horizon, we implement a disciplined investment process to manage your portfolio.
We build out a diversified allocation using multiple asset classes and investment vehicles. Our investment team monitors your portfolio on a daily basis to ensure it is aligned with your target allocation. The investment committee continuously reviews individual managers and portfolio performance and ensures the current economic environment is reflected when making portfolio adjustments.
Estate & Tax Planning
We actively partner with your professional advisors to ensure your current estate and tax plans are appropriate.
Proper estate planning, through managing and preserving your assets, will alleviate future burdens to your family. Newport Capital Group will work with your estate planning attorney to ensure your financial picture is mindful and efficient.
Tax planning is a comprehensive, and often stressful, component to a financial plan. Newport Capital Group will partner with your accountant to provide the details needed to help them make decisions in a tax-efficient manner.
Risk Management
After working to establish your financial plan, we will seek to ensure that you have adequate protection from appropriate insurance across all areas of life.
Newport Capital Group will carefully consider the risk associated with your plan and conduct a cost-benefit analysis. By helping you understand how you and your assets are being protected in a cost-effective manner, Newport Capital Group will put your mind at ease.
Newport Portal
Newport Capital Group helps simplify and organize your financial life. As your personal financial concierge, we will create a window into your financial world with the Newport Portal.
Our Newport Portal creates a single, easy-to-use login to view your net worth, investments and account information, showing you a real-time, consolidated financial picture. With access to a balance sheet and current or projected cash flows, our discussions become visual, tangible and easy to understand.