Nexa Financial Group

U.S. Wealth Management Newport is a dedicated financial advisory firm that emphasizes a personal approach to wealth management, treating clients like family while leveraging the resources of an established organization. With over $500 million in combined assets under management, their knowledgeable team is committed to tailoring strategies that align with clients' investment, insurance, and retirement needs throughout their lives. The firm prides itself on fostering long-term relationships with clients by providing proactive, holistic advice and clear communication, ensuring clients feel informed and confident in their financial decisions. Led by founder Jeffrey Alexander, U.S. Wealth Management Newport strives to create personalized plans that help clients navigate life's financial complexities while achieving their goals and dreams. Generated from the website

Van Liew Trust Company is an investment management trust company with offices in Providence, RI and Newport, RI. Established in 1984, they manage assets of over $600 million and cater to individuals, institutions, and organizations across New England and beyond. With a focus on accounts starting from $250,000, Van Liew Trust Company offers expert investment services to their diverse clientele, ensuring their financial needs are met with utmost professionalism and expertise.Generated from the website

Richard C. Young & Co. Ltd. is a financial advisory firm based in Naples, FL and Newport, RI, recognized by Barron's as one of the top independent financial advisors in the nation for thirteen consecutive years. Founded in 1989, the firm focuses on helping clients manage their investments with an emphasis on dividend and interest-paying securities, aiming to alleviate the emotional stress of day-to-day investing. As a fee-only financial advisor, Richard C. Young & Co. Ltd. prides itself on offering conflict-free investment advice, with all decisions made by an in-house team of experienced professionals. The firm is committed to crafting personalized portfolios for individuals, families, and small businesses, utilizing a global investment strategy that prioritizes steady cash flow and minimizes unnecessary fees. Generated from the website