NEWPORT WEALTH ADVISORS
\nWealth in Transition
\nSCHEDULE YOUR SITE ASSESSMENT
\nFOR SOUTHERN CALIFORNIA FAMILIES NAVIGATING COMPLEX WEALTH
\nAre your advisors actually\u2028working together \u00e2\u20ac\u201d\u2028or just coexisting?
\nMost 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.
\nMD
\nMike DePaul, RICP
\nCo-founder, Newport Wealth Advisors \u00a0\u00c2\u00b7\u00a0 24 years \u00a0\u00c2\u00b7\u00a0 Newport Beach, CA
\nWHAT YOU’LL RECEIVE
\n\t\u2022\t\u2028The 12 questions your financial advisor, CPA, and estate attorney should all be able to answer \u00e2\u20ac\u201d and what it means if they can’t\u2028\u2028The most common coordination gap that costs Southern California families six figures in avoidable taxes at retirement\u2028\u2028A plain-language framework for knowing whether your advisory team is genuinely aligned \u00e2\u20ac\u201d or operating in silos\u2028\u2028A one-page tool you can share directly with your CPA or estate attorney to start the right conversation
\nDownload the free checklist
\nThe Wealth in Transition Checklist \u00a0\u00c2\u00b7\u00a0 Immediate delivery to your inbox<\/p>\n
SEND ME THE CHECKLIST \u2192
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\nTHE NEXT STEP
\nSchedule your
\nSite Assessment
\nA 20-minute conversation \u00e2\u20ac\u201d virtual, no cost \u00e2\u20ac\u201d to determine whether Newport Wealth Advisors is the right fit for your situation. One of three outcomes is guaranteed:
\n01
\nWe identify a clear fit and schedule a Pre-Design Consultation at our Newport Beach office
\n02
\nWe identify a better resource for your situation and point you directly to it
\n03
\nWe agree the timing isn’t right \u00e2\u20ac\u201d and you’ll know exactly what would need to change
\nSCHEDULE YOUR SITE ASSESSMENT \u2192
\nYou speak directly with Mike. \u00a0\u00a020 minutes. \u00a0\u00a0Virtual. \u00a0\u00a0No obligation.
\nThe Site Assessment is the first step in the Newport Wealth Architecture System \u00e2\u20ac\u201d a defined process built specifically for families navigating complex wealth transitions in Southern California.
\n\u2713 FINRA BROKERCHECK
\nFORM CRS
\nDO NOT SELL MY PERSONAL INFORMATION
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\nCheck the background of your financial professional on FINRA’s BrokerCheck.
\nVirtual Retirement Academy 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.
\nInvestment 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.
\nThis 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.
\nWe 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.<\/p>\n","protected":false},"excerpt":{"rendered":"
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