General Info

Everyone has a different definition of fortunate. Being fortunate may include early retirement, grand adventures, or giving to others. Whatever your definition, we can help you clarify, define, design, and achieve your unique definition of fortunate through our comprehensive, individualized financial planning. Newport Wealth Advisors accomplishes this client-centric financial planning with an emphasis on the pillars of the fiduciary oath, with the flexibility of being an independent firm. Founded in 2007, Newport Wealth Advisors is located in Southern California and serves clients throughout San Diego County and around the country.