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Why We Do What We Do

har·bor (noun) – 

A place on the coast where vessels may find shelter, especially one protected from rough water by piers, jetties, and other artificial structures.

Although we work with clients from all over the country, we wanted our firm name to EXEMPLIFY what we seek to accomplish for our clients, as well as REPRESENT the history of our beautiful locale – Orange County, California.

In the early days of Orange County, the unique landscape of Newport Harbor - the bay, the islands, and the peninsula – created an ideal setting for protection from violent storms and provided calm waters for valuable ships of cargo.  

The idea of “PROTECTION” is the core principle of what we believe at Newport Harbor Wealth Management. By providing you with personalized financial planning that integrates all the aspects of your financial life - investment management, tax planning, insurance and risk assessments, retirement income projections, education funding, and legacy & estate strategies - we seek to protect you from the rough waters of financial troubles that can occur over a lifetime.