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Company Profile

A Think Tank for Proprietary, Sophisticated Tax and Financial Ideas

Newport Financial Group serves the unique tax and financial needs of the nation's wealthiest individuals and families. Our select group of tactical thinkers, tax strategists, and financial experts work together seamlessly to provide our clients with an unparalleled level of service.

If you have been unable to eliminate a significant tax burden, Newport Financial Group offers novel, highly sophisticated solutions which are custom-designed for your situation, golas, and objectives. Our approaches are time-tested, legal and highly ethical. We function as a complement to your existing advisors, not as a replacement - bringing specialized focus and synergy to the financial and estate preservation process.

Tailored Solutions to Empower Your Families Future

Our process consists of extensive ongoing research using our resources to assess your needs and synthesize a powerful mix of ideas into a coordinate plan of action. We present only the ideas we believe will work for you, and we are also first to tell you if our services are not appropriate for your situation.

Once your plan is agreed upon, our team of experts precisely choreographs and executes it down to the last detail. Throughout this process we maintain complete focus and dedication to achieving your goals. This is how Newport Financial Group works to empower your family's future wealth.