Newport Wealth Management

Our Guiding Principle

At Newport Partners Wealth Management, we believe in empowering individuals to achieve financial security and clarity through personalized guidance and tailored solutions. We understand the anxieties that accompany planning for your financial future, and we're committed to providing comprehensive guidance and support every step of the way.

Who We Are

Newport Partners Wealth Management was founded by Jim Asplin, a seasoned financial advisor with over 30 years of experience. Our team combines extensive expertise in wealth planning, investment management, and retirement planning to deliver personalized solutions for our clients.

1. Personalized Planning & Goal Setting

• Comprehensive financial planning that aligns with your unique goals and values
• Assistance in setting achievable financial goals and milestones
• Development of a personalized investment plan tailored to your risk tolerance and financial situation

2. Investment Management & Portfolio Construction

• Customized portfolio construction based on your individual goals and risk tolerance
• Regular portfolio review and rebalancing to ensure alignment with your financial plan
• Access to a diverse range of investment options through LPL Financial

3. Retirement Planning & Distribution

• Detailed analysis of your retirement accounts and income needs
• Guidance on maximizing retirement contributions and withdrawals
• Strategies for a smooth and secure transition into retirement

4. Estate & Legacy Planning

• Development of an estate plan that aligns with your financial and personal goals
• Review and coordination with other professionals to ensure your financial legacy is protected

5. Comprehensive Client Support

• Access to a dedicated financial advisor for personalized guidance and communication
• Online client portal for secure access to your financial plan and account information
• Regular client reviews and updates to ensure your plan remains aligned with your evolving needs and goals

Our Approach

We believe in building lasting relationships with our clients based on trust and open communication. We take the time to understand your unique financial situation, goals, and aspirations. Our personalized approach ensures that your financial plan is tailored to your individual needs and aspirations.

Let's Discuss Your Financial Future

We invite you to contact us to schedule a complimentary consultation and explore how Newport Partners Wealth Management can help you achieve your financial goals and secure your future.