Independent, Fee-Only Investment Management and Financial Planning
A Different Kind of Wealth Management Firm
Newport Wealth Management was built around one simple idea: you deserve investment management and financial advice that's truly in your best interest — not driven by commissions or hidden agendas.
Fee-Only. Always.
Our revenue comes solely from client fees — never from commissions, product sales, or third-party incentives. That means our advice is always aligned with your goals, not a sales quota.
Fiduciary Standard
We are legally and ethically obligated to act in your best interest at all times. We believe this is the only standard that should exist in financial services — and we hold ourselves to it every day.
No Hidden Fees
Our fee schedule is transparent and clearly communicated upfront. You'll always know exactly what you're paying and exactly what you're getting — no surprises, ever.
Services Designed Around Your Goals
We offer two core services — both built on the same foundation of independence, transparency, and a genuine commitment to your financial wellbeing. In our experience, portfolio management works best when it's guided by a comprehensive financial plan, which is why we offer both and design them to work together seamlessly.
Portfolio Management
We manage your investments on a discretionary basis, building customized portfolios of individual stocks and ETFs — not expensive mutual funds. Your assets remain in your name at a third-party custodian, giving you full transparency and control at all times.
Learn MoreFinancial Planning
From retirement income planning to tax-efficient strategies, we build comprehensive financial plans tailored to where you are today and where you want to be. Whether you're approaching retirement or already there, we'll help you navigate every step with confidence.
Learn MoreRigorous Research. Disciplined Execution.
We don't believe in one-size-fits-all investing. Our process combines deep individual security research, macroeconomic analysis, and a disciplined focus on risk management — all tailored to your specific goals and timeline.
Deep Security Research
Thorough, bottom-up research on individual stocks — analyzing fundamentals, building forecasts, valuations, and long-term prospects before any security enters a client portfolio.
Macroeconomic Analysis
Top-down macroeconomic research informs overall asset allocation decisions — helping to position portfolios appropriately across market cycles, interest rate environments, and economic conditions.
Risk Management Focus
Protecting what you've built is just as important as growing it. Risk management is central to everything we do — from portfolio construction and position sizing to ongoing monitoring and continual adjustment as markets and conditions evolve.
Tailored Portfolio Models
We manage multiple distinct portfolio models to match your specific risk tolerance and goals — not a generic allocation that ignores who you are and what you need.
* Models can be additionally customized based on any client-imposed restrictions or preferences.
Portfolio Models
Institutional-Grade Technology. Built for You.
Every client receives access to a powerful, easy-to-use technology platform that keeps you informed, organized, and in control of your complete financial picture — all in one place.
Secure Client Portal & Mobile App
Powered by Advyzon — rated #1 in client portal satisfaction in the 2025 Kitces AdvisorTech Research Report — your portal gives you 24/7 secure access to everything in one place:
- — Monthly performance reports with detailed breakdowns of returns, allocations, transactions, and unrealized gains/losses
- — View portfolio performance over any time period with interactive charts and account-level detail
- — Secure document storage and sharing — statements, tax documents, and reports archived and accessible anytime
- — Available via desktop or mobile app for convenient on-the-go access
Financial Planning Platform — For Every Client
Even if you don't elect full financial planning services, every client receives access to MoneyGuide — industry-leading goals-based financial planning software used by advisors across the country. Powered by Yodlee account aggregation, you can securely connect virtually any financial account for a complete, real-time picture of your finances:
- — Link bank accounts, investment accounts, credit cards, loans, mortgages, and other liabilities for a consolidated view of your entire financial life
- — Track your net worth over time across all assets and liabilities in one interactive dashboard
- — Set budgets, monitor spending categories, and track progress toward financial goals using MoneyGuide's interactive planning tools
- — Model retirement scenarios, explore "what if" decisions, and see the probability of achieving your goals — on your own or collaboratively with your advisor
- — Upgrade to full financial planning services at any time for deeper, advisor-led analysis and a comprehensive written financial plan
Chris Helwig
Chris founded Newport Wealth Management with a clear mission: to provide independent, conflict-free financial advice to individuals and families planning for and living in retirement. With dual designations as a CFA charterholder and CERTIFIED FINANCIAL PLANNER™ professional, Christopher brings a rare combination of rigorous investment expertise and comprehensive financial planning knowledge to every client relationship.
Long-term relationships built on trust, transparency, and open communication are at the core of everything we do. Chris takes the time to understand your complete financial picture — your goals, your concerns, and what truly matters to you.
We Work Best With People Like You
We focus on serving pre-retirees and retirees who want a trusted partner to help them make smart decisions with their money — now and for the decades ahead.
Pre-Retirees (Ages ?–65)
You are working hard to build savings towards retirement and want to make sure the transition into retirement is on solid ground. We help you optimize your portfolio, minimize taxes, and build a clear roadmap to retirement.
Retirees (Ages 65+)
You've reached retirement and want confidence that your money will last. We focus on sustainable income strategies, portfolio preservation, and making sure your financial plan adapts as your life evolves.
Those Seeking Fee-Only Consultation
Not ready for full portfolio management, or simply want an independent perspective? We offer fee-only consultation services — providing honest, objective guidance on your financial situation without taking over the management of your assets. You get expert advice with no conflicts and no strings attached.
Clients Who Value Transparency
You want to understand what you own, what you pay, and why. We believe an informed client is an empowered client — we explain everything clearly and welcome every question you have.
Ready for a Portfolio Manager That's Actually on Your Side?
Getting started is simple. Reach out today for a complimentary introductory call — no pressure, no obligation. Just an honest conversation about your goals and whether we're the right fit for you.
Schedule a Free ConsultationHow It Works
Becoming a client is straightforward and low-pressure. Here's what to expect:
Reach Out
Call, email, or fill out our contact form to introduce yourself and your situation.
Free Introductory Call
We'll have a brief, no-obligation conversation about your goals and what you're looking for.
Review Your Situation
If it's a good fit, we'll dig deeper into your finances and build a clear, personalized plan.
Start Working Together
We get to work — managing your portfolio and planning for the future you deserve.
Explore Your Finances — No Account Required
Our interactive MyBlocks planning tools let you explore key financial planning concepts on your own, free of charge. From retirement forecasts to budgeting, debt strategies, and more — get a real sense of where you stand before we ever speak.
- —Emergency Fund
- —Credit Cards
- —Student Loans
- —Retirement Fund
- —Health Savings Accounts
- —Upcoming Goals
- —Spend vs Borrow
- —Mortgage Refinance
- —Impact Assessment
- —Basic Retirement Forecast
- —Protect Your Family
- —What did it cost?
- —Quiz: What will it cost?
- —Life Expectancy
- —Inflation
- —FastLink
- —Budget
- —Account Summary
Take the First Step Toward a Better Financial Future
Complete our short questionnaire and we'll reach out to schedule a complimentary introductory call — no pressure, no obligation.
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