Ohara IV, Charles E Agt

Visit our office today located in Newport, RI. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

U.S. Wealth Management Newport is dedicated to tailoring financial strategies that accommodate clients’ evolving investment, insurance, and retirement needs. With over $500 million in combined assets under management and a team of knowledgeable professionals, the firm emphasizes personalized service, integrity, and the importance of building long-term relationships. Focusing on a holistic approach, U.S. Wealth Management guides clients through their financial decisions while ensuring clear communication and accessibility. By creating customized plans and fostering collaboration with trusted professionals, the firm aims to provide clients with a true roadmap to financial well-being and confidence in their financial futures. Generated from the website

Independence Financial Partners, located in Newport, RI, is a collaborative financial advisory firm that emphasizes open communication and trust at the core of its client relationships. They focus on understanding individual and family goals, creating personalized, sustainable financial strategies while valuing meaningful relationships over sheer client volume. The firm offers a comprehensive suite of services, including wealth planning, insurance solutions, and corporate advisory services, all tailored to support clients in achieving their financial aspirations. With a small, dedicated team led by experienced professionals, they strive to partner closely with clients for a personalized and effective financial planning experience. Generated from the website