Services Built Around Your Financial Life
At Newport Wealth Management, every service we offer is grounded in the same commitment: independent, conflict-free advice that puts your interests first. Whether you need active portfolio management, a comprehensive financial plan, or both — we build our services around your specific goals, timeline, and situation.
In our experience, portfolio management and financial planning work best together. A well-constructed portfolio should be guided by a clear financial plan, and a sound financial plan should be supported by disciplined investment management. That's why we offer both — and design them to work seamlessly alongside each other.
Portfolio & Investment Management
Newport Wealth Management primarily provides discretionary portfolio management services — meaning we make day-to-day investment decisions on your behalf, based on your risk tolerance, time horizon, and any other unique restrictions. Portfolios are built from individual stocks and ETFs, guided by rigorous bottom-up research and macroeconomic analysis, with a consistent focus on risk management.
Services are generally subject to account minimums. The following portfolio management services are available:
- Discretionary portfolio management — ongoing, active management of your investment portfolio
- Portfolio monitoring services — for clients who want a second set of eyes on an existing portfolio
- Portfolio consultation services — one-time or periodic consultations on portfolio strategy and construction
Retirement & Financial Planning
Newport Wealth Management also offers comprehensive retirement and financial planning services — often provided in conjunction with portfolio management, but also available as a standalone engagement for clients who want professional planning guidance without transferring their investments.
Financial planning engagements are tailored to your situation and may include:
- Pre-retirement planning — building a clear roadmap and strategy for getting to retirement on solid financial footing
- Retirement income planning — building a sustainable income strategy for and through retirement
- Goal-based financial planning for major life events
- Tax-efficient withdrawal and distribution strategies
- Estate and legacy planning coordination
- Social Security optimization and Medicare planning
Not Sure Which Service Is Right for You?
Reach out for a complimentary introductory call — no pressure, no obligation. We'll talk through your situation and help you figure out what makes the most sense.
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.