If you've been expecting more,we've been expecting you. We started Newport Private Wealth, in 2001, because we saw both a need and an opportunity.We had been senior wealth management professionals at various financial institutions, serving high net worth clients and managing our own families' investments.We grew increasingly frustrated with what we perceived to be inherent conflicts of interest within the traditional industry models, institutional bureaucracy and a mass production approach to investments and client service.In our view, there was simply no provider that was doing an optimal job of meeting all the needs a high net worth family has for independent and unbiased advice; access to top investment managers; true diversification; access to high quality private investments; and ideas and solutions that are based on a 'wide angle' view of wealth.So, we decided to build a firm from a client's perspective. We started by investing our own money as Newport Private Wealth's first clients (then known as Newport Partners).
Nexus offer tailored financial counselling and superior investment management directly to private clients. Today, Nexus manages approximately $1 billion for over 400 clients. Nexus offers its clients two core services: investment management and financial counselling.
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
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Assante Wealth Management, We Understand That Everyone'S Financial Situation Is Unique And That Managing Your Wealth Can Be Complex And Time-Consuming. An Assante Wealth Management Advisor Can Simplify Your Life By Addressing Your Complete Financial Well-Being Which Encompasses Everything From Your Investments And Insurance To Your Tax And Estate Planning Needs. Supported By A Team Of Professionals Including Lawyers, Tax Accountants And Financial Analysts, An Assante Advisor Can Work With You To Make The Right Decisions About Your Wealth, And Help You Build The Future You Desire.
Northfield Capital's goal is to enhance the growth and development of its investment partners and to build long-term value for its shareholders. Northfield Capital plays an active role providing both human and capital resources to influence the strategic direction and operating orientation of its strategic investments
Trustworthiness, integrity, discipline, conscientiousness, clarity, farsightedness - these values ground our success and help us steer a moderate course through turbulent markets. We apply time-honoured principles of hard work, relentless research, conscientious attention to detail and unremitting efforts to deliver on our commitments to you.