Newport Private Wealth

Newport Private Wealth is started Newport Private Wealth, in 2001, because they saw both a need and an opportunity. They had been senior wealth management professionals at various financial institutions, serving high net worth clients and managing their own families’ investments. They grew increasingly frustrated with what they perceived to be inherent conflicts of interest within the traditional industry models, institutional bureaucracy and a mass production approach to investments and client service. In their view, there was simply no provider that was doing an optimal job of meeting all the needs a high net worth family has for independent and unbiased advice; access to top investment managers; true diversification; access to high quality private investments; and ideas and solutions that are based on a ‘wide angle’ view of wealth.

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