Although we work with clients from all over the country, we wanted our firm name to EXEMPLIFY what we seek to accomplish for our clients, as well as REPRESENT the history of our beautiful locale – Orange County, California. In the early days of Orange County, the unique landscape of Newport Harbor - the bay, the islands, and the peninsula – created an ideal setting for protection from violent storms and provided calm waters for valuable ships of cargo. The idea of “PROTECTION” is the core principle of what we believe at Newport Harbor Wealth Management. By providing you with personalized financial planning that integrates all the aspects of your financial life - investment management, tax planning, insurance and risk assessments, retirement income projections, education funding, and legacy & estate strategies - we seek to protect you from the rough waters of financial troubles that can occur over a lifetime. WHO WE WORK WITH: We are selective in who we work with because we strive to have deeper, more collaborative client relationships. In other words, we want to make as great of a difference in our clients’ lives as possible. We believe we have the best clients in the world, and we want the people we work with to be overjoyed with the services they receive. In general, we look for the following qualities in our clients: - Dedicated to self-improvement; teachable and coachable - Serious about a long-term partnership - Goal-Oriented - Would like to free up time to focus on what matters – family, career, and personal interests - A desire to improve their financial situation, and willingness to communicate openly about it - There is a personality fit and reciprocating communication - Embraces our investment philosophy