Newport Wealth Advisors

Wealth in Transition

Are your advisors actually working together - or just coexisting?

Most high-net-worth families assume their financial advisor, CPA, and estate attorney are coordinated. Most of the time, they aren't. The cost shows up in your tax bill, your estate plan, and eventually your legacy.

Mike DePaul, RICP · Co-founder · Newport Wealth Advisors · Newport Beach, CA · Since 2007

 

What you'll receive

  • The 12 questions your financial advisor, CPA, and estate attorney should all be able to answer - and what it means if they can't
  • The most common coordination gap that costs Southern California families six figures in avoidable taxes at retirement.
  • A plain-language framework for knowing whether your advisory team is genuinely aligned — or operating in silos
  • A one-page tool you can share directly with your CPA or estate attorney to start the right conversation

Download the Wealth in Transition checklist

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THE NEXT STEP

Schedule your Site Assessment

A 20-minute conversation — virtual, no cost — to determine whether Newport Wealth Advisors is the right fit for your situation. By the end of the call, you'll know exactly where you stand.

  • We identify a clear fit and schedule a Pre-Design Consultation either virtually or at our Newport Beach office
  • We identify a better resource for your situation and point you directly to it
  • We agree the timing isn't right — and you'll know exactly what would need to change

You speak directly with Mike. · 20 minutes. · Virtual. · No obligation.

The Site Assessment is the first step in the Newport Wealth Architecture System — a defined process built specifically for families navigating complex wealth transitions in Southern California.

Check the background of your financial professional on FINRA's BrokerCheck at brokercheck.finra.org

Wealth in Transition is an educational platform operated by Newport Wealth Advisors, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. This website is for general educational purposes only and does not constitute personalized investment, tax, legal, or financial advice. Viewing this content does not create an adviser-client relationship. Newport Wealth Advisors does not provide tax or legal advice. Please consult a qualified tax professional or attorney for guidance specific to your situation.

Investment Advisory Services offered through Newport Wealth Advisors (NWA), an SEC Registered Investment Advisor. Securities offered through Centaurus Financial Inc., Member FINRA & SIPC. Centaurus Financial and NWA are not affiliated companies. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Newport Wealth Advisors, Centaurus Financial, and their affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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