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NEWPORT WEALTH ADVISORS
Wealth in Transition
SCHEDULE YOUR SITE ASSESSMENT
FOR SOUTHERN CALIFORNIA FAMILIES NAVIGATING COMPLEX WEALTH
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.
MD
Mike DePaul, RICP
Co-founder, Newport Wealth Advisors · 24 years · Newport Beach, CA
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 free checklist
The Wealth in Transition Checklist · Immediate delivery to your inbox
SEND ME THE CHECKLIST →
No spam. No sales calls unless you ask for one. Unsubscribe anytime.
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. One of three outcomes is guaranteed:
01
We identify a clear fit and schedule a Pre-Design Consultation at our Newport Beach office
02
We identify a better resource for your situation and point you directly to it
03
We agree the timing isn’t right — and you’ll know exactly what would need to change
SCHEDULE YOUR SITE ASSESSMENT →
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.
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Virtual 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.
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