Tailoring strategies to
manage your financial future

Welcome to US Wealth Management Newport

Working together, we have a common focus – a personal interest in meeting all your investment, insurance, and retirement needs as they change throughout your lifetime.

When you are a client of U.S. Wealth Management, our goal is to treat you like one of the family.

With access to the full resources of an established wealth management firm, our decisions are not made alone. You’ll benefit from working with a knowledgeable team of professionals who put your needs first.

U.S. Wealth Management is an organization with heart and integrity, and we are proud to surround ourselves with professionals who hold themselves to a higher standard.

Combined assets under management
RIA Channel®’s List of Top 100 Wealth Managers

Our Team

Our Approach

Have you ever thought about the lifestyle you want to live in retirement and the legacy you want to leave? That is our job – to guide you through your financial decisions and create a holistic plan that aligns with your life’s dreams and future legacy.

Take the Time to Get to Know You

and identifying your personal needs and objectives. This starts with reviewing and organizing all aspects of your financial world – not only the known, but the unknown. We coordinate the services of all your trusted professionals to manage your financial situation, striving to minimize the possibility of something falling through the cracks. We communicate regularly with you, accomodate your schedule, avoid using industry jargon to ensure your comfort discussing any topic.

Access An Expansive Range of Products and Resources

to ensure we are making the appropriate recommendations based on your needs. By knowing you, we are able to tailor strategies that are personalized for you. Whether during a regular face-to-face review of your portfolio, monthly briefings, or directly responding to your queries, we believe you’ll be up to date, informed, educated and confident in the advice given and the decisions you make.

Providing A True Road Map With Clear Milestones

so you know where you are on your path to financial well-being. Our goal is for you to have clarity as it relates to your financial future, as well as a clear understanding of your options. When asked what makes us distinct, our clients tell us it is our availability and accessibility.

Keeping You Informed of Investment Opportunities

while striving to mitigate risk, providing you with one less thing to worry about. Our foundation is created by fostering a long-term and meaningful relationship with you for life. You can be confident that you are truly collaborating with an experienced, qualified, partner.

Our Process

Market conditions fluctuate, personal circumstances change, but through proactive, holistic advice and calculated decision making, we will help you to navigate through life’s inevitable volatilities and pursue your financial goals.
We have your well-being at heart and will always take a personal interest in helping to address what is important to you.
We will always listen, are available to talk, and are passionate about your goals. We will take the time to ask the right questions to recognize your needs.
You will be delighted by the friendliness and enthusiasm of our administration and support staff