Newport Wealth Strategies, LLC is a San Diego-based, independent Registered Investment Advisor (RIA) founded in 2008. The firm operates on a fee-only basis, focusing on providing comprehensive wealth management and personalized financial planning services. Their target clients are high-net-worth individuals and families, for whom they offer services including investment management, retirement planning, tax strategy, and estate planning, aiming to act as a fiduciary and personal CFO for their clients.

Founded in

United States