Wealth Management in Newport, RI

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List of Firms

Newport, RI Wealth Management Firms

Aquidneck Wealth Management
5 out of 5
Location 130 Bellevue Ave # 304, Newport, RI 02840, USA
Phone (401) 324-4220
Calkins Wealth Strategies
Location 130 Bellevue Ave, Newport, RI 02840, USA
Phone (401) 324-4221
Richard C. Young & Co., Ltd.
SEC File# 801-35765
CRD# 105866
Location 98 William St, Newport, RI 02840, USA
Phone (401) 849-2137
Athol Cochrane - Prudential Financial
Location 38 Bellevue Ave suite a, Newport, RI 02840, USA
Phone (401) 847-0505
US Wealth Newport
5 out of 5
Location 174 Bellevue Ave #218, Newport, RI 02840, USA
Phone (401) 619-3422
Rodriguez Wealth Management
Location 850 Aquidneck Ave a4, Middletown, RI 02842, USA
Phone (401) 848-4579
Tristan Mouligné - Morgan Stanley
Location 284 Bellevue Ave, Newport, RI 02840, USA
Phone (401) 845-3539
SEC File# 801-57434
CRD# 11025
Location 7 Brown and Howard Wharf, Newport, RI 02840, USA
Phone (401) 848-9949
Bellevue Asset Management LLC
SEC File# 801-62579
CRD# 129194
Location 130 Bellevue Ave #208, Newport, RI 02840, USA
Phone (401) 619-4500
Michael Keating - Morgan Stanley
Location 284 Bellevue Ave, Newport, RI 02840, USA
Phone (401) 845-3538
Wealth Management in Newport, RI

Where Wealth Management Advisors in Newport, RI Serve

Newport, RI is a picturesque coastal city with a rich history and an abundance of landmarks. From the iconic Newport Mansions to the historic Cliff Walk, there is no shortage of sights to see. The city is also home to top employers such as the Naval Undersea Warfare Center and the Newport Hospital. Major highways like the Newport Pell Bridge and the Jamestown Verrazzano Bridge provide easy access to the city, while streets like Thames Street and Bellevue Avenue offer a variety of shopping and dining options. The neighborhoods of Newport range from the bustling downtown area to the quiet residential streets of the East Side, each with its own unique charm. With its stunning scenery and vibrant culture, Newport is a must-visit destination for anyone looking to experience the best of New England.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Newport, RI can benefit from a bank in several ways. One of the most common ways is through mortgage loans, which can help residents purchase homes in Newport's historic district. With its rich history and stunning architecture, Newport is a popular tourist destination, and many residents rely on the tourism industry for employment. A bank can provide financial assistance to local businesses, helping to stimulate the economy and create jobs. Additionally, Newport is a coastal city, and residents may need assistance with boat loans or other water-related expenses. A bank can also provide investment opportunities for residents looking to save for their future or for their children's education. With its unique blend of history, culture, and natural beauty, Newport is a special place, and a bank can help its residents make the most of it.

Insurance Broker

Residents of Newport, RI can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help Newport residents is by providing them with access to a wide range of insurance policies that cater specifically to the unique needs of the area. With its coastal location and high risk of natural disasters such as hurricanes and flooding, Newport residents require insurance policies that offer comprehensive coverage for property damage and loss. An insurance broker can help Newport residents navigate the complex world of insurance policies and find the right coverage that matches their individual needs. Additionally, an insurance broker can provide Newport residents with expert advice on how to minimize risk and reduce their insurance premiums, ultimately saving them money in the long run.

Retirement Planning

Residents of Newport, RI could greatly benefit from the guidance of a retirement planner. With its rich history and scenic coastal views, Newport attracts many retirees looking to enjoy their golden years in a picturesque setting. However, the cost of living in Newport can be quite high, and navigating the complex financial landscape can be overwhelming. A retirement planner can help Newport residents create a personalized plan to achieve their financial goals, whether that be saving for retirement, managing debt, or investing in the local real estate market. Additionally, Newport's unique tax laws, including a 1% local sales tax, can add another layer of complexity to financial planning. A retirement planner can help residents navigate these intricacies and make informed decisions about their finances. Overall, a retirement planner can provide invaluable support to Newport residents as they plan for their future in this vibrant coastal community.

Financial Advisor

Residents of Newport, RI can benefit from the expertise of a financial advisor in numerous ways. One specific area that may require attention is retirement planning, as Newport has a higher percentage of residents aged 65 and older compared to the national average. A financial advisor can help these individuals create a comprehensive retirement plan that takes into account their unique financial situation, including any pensions, social security benefits, and investments. Additionally, with Newport's thriving tourism industry, many residents may have income from rental properties or businesses related to the hospitality industry. A financial advisor can assist in managing this income and developing a long-term strategy for growth and expansion. Finally, Newport's coastal location may also require specialized insurance coverage, such as flood insurance, which a financial advisor can help residents obtain and manage. Overall, a financial advisor can provide critical guidance and support for Newport residents looking to secure their financial future.

Mortgage Loan Officer

Residents of Newport, RI often turn to mortgage loan officers for assistance in securing financing for their dream homes. With its picturesque coastal location and rich history, Newport is a highly sought-after location for homebuyers. However, navigating the complex world of mortgage lending can be daunting for many residents. A skilled mortgage loan officer can help guide residents through the process, offering expert advice on everything from interest rates and down payments to pre-approval and closing costs. Additionally, with Newport's unique mix of historic homes and modern developments, a mortgage loan officer can help residents find the right loan product to fit their specific needs and budget. Whether it's a first-time homebuyer or a seasoned investor, a mortgage loan officer can be an invaluable resource for anyone looking to buy property in Newport, RI.

Tax Services

Residents of Newport, RI can greatly benefit from the assistance of a tax advisor in several ways. One specific area where a tax advisor can be of great help is in navigating the complex tax laws that are unique to Newport, RI. With its rich history and abundance of historic properties, Newport, RI has a number of tax incentives and credits that are available to homeowners. A tax advisor can help residents take advantage of these incentives and credits, which can result in significant tax savings. Additionally, a tax advisor can provide guidance on tax planning strategies, such as retirement planning and estate planning, to help residents minimize their tax liability and maximize their financial well-being. Overall, the expertise and guidance of a tax advisor can be invaluable to residents of Newport, RI who want to ensure that they are taking full advantage of the tax benefits available to them.

Estate Planning Lawyer

Residents of Newport, RI can benefit greatly from the expertise of an estate planning lawyer. With its rich history and vast array of properties, many of which are considered historical landmarks, Newport presents unique challenges when it comes to estate planning. An estate planning lawyer can assist residents in creating a comprehensive plan that takes into account the preservation of their assets and properties for future generations. Additionally, with Newport being a popular tourist destination, many residents may have properties that are used as vacation rentals. An estate planning lawyer can help navigate the complexities of these types of properties, ensuring that they are properly accounted for in the estate plan. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind to residents of Newport, RI.


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