US Wealth Newport
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.
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