Client Portals and Custodian Login

Newport Wealth Management is a registered investment advisor. Past performance is not indicative of future results. All investing involves risk, including the potential loss of principal. The information on this page is for informational or educational purposes only and does not constitute investment advice. View full disclosures ›
Client Access

Client Portal & Account Logins

Access your accounts, review your portfolio, and log in to your financial planning platform below. If you have any trouble accessing your accounts, please don't hesitate to reach out directly.

01 — Client Portal

Client Portal

Access your Advyzon client portal to view portfolio performance, review reports, access statements, and securely store and retrieve documents — available 24/7 on desktop or mobile.

Log In to Portal ›
02 — Custodian Login

Custodian Login

Log in to your Schwab Alliance account to view your custodial account directly, access tax documents, and manage account-level settings. Your assets are held securely at Schwab.

Log In to Schwab ›
03 — Financial Plan

Financial Plan Login

Log in to your MoneyGuide financial planning platform to view your plan, track your goals, link outside accounts, and explore retirement scenarios — all in one place.

Log In to MoneyGuide ›
Ready to Get Started?

Take the First Step Toward a Better Financial Future

Complete our short questionnaire and we'll reach out to schedule a complimentary introductory call — no pressure, no obligation.

Get Started ›
Newport Wealth Management is a registered investment advisor. Past performance is not indicative of future results. All investing involves risk, including the potential loss of principal. The information on this page is for informational or educational purposes only and does not constitute investment advice. View full disclosures ›