A complete list of active advisors currently associated with Newport Wealth Advisors, Inc.

Warmer can help you find a great advisor at Newport Wealth Advisors, Inc. or one who fits your needs even better.

Newport Wealth Advisors provides investment management and financial planning to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities. The firm offers both discretionary and non‑discretionary portfolio management, integrated financial planning, and limited hourly engagements depending on client needs. Portfolios are managed against a documented Investment Policy Statement with ongoing supervision, periodic rebalancing, and regular reviews conducted at least quarterly. The firm may recommend third‑party advisers (TPAs) to manage portions of a client’s assets and monitors those TPAs’ performance and disclosures. Notable distinctions in the brochure include that some investment adviser representatives are also registered representatives of a broker‑dealer (Centaurus Financial) and are licensed to sell insurance products, and such activities may generate commissions or separate compensation in addition to advisory fees. The firm also discloses that it may share fees with recommended TPAs, provides specific IRA rollover fiduciary disclosures, and offers variable annuity asset allocation services, which can result in compensation arrangements that differ from straight asset‑based advisory fees.

To learn more about the advisors currently working at Newport Wealth Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.