Newport Harbor Wealth Management

Newport Harbor Wealth Management provides exceptional client service and expert advice to individuals, families, and businesses in many facets of tax and financial planning. It typically implements its philosophy using low-cost exchange traded funds and mutual funds. The firm utilizes a disciplined, rules-based methodology to take the emotion out of investing and uses a Dual Momentum strategy to identify momentum in an attempt to create alpha.


  • Asset Management
  • Cashflow Management
  • Estate Planning
  • Risk Mitigation
  • Collaboration
  • 401(k) Plan Services
  • Participant/Employee Services