Helping those that have done well, do better.
Sponsor: Newport Private Wealth
Category: Medal Sponsor
For more than 25 years, Newport has helped families who have done well, do even better by successfully navigating the opportunities and challenges that come with significant assets. By delivering our valued clients holistic wealth management, that focuses on trust, personalized service, advanced financial planning, and experience-based, institutional-grade investment management, we help them accomplish their current and multi-generational goals.
If you’re not sure your current financial plan (tax, estate, business succession, etc.) and portfolio strategy are as professional, complete, and personalized as they should be, feel free to reach out and we’d be happy to provide a cup of coffee and a second opinion.
We are very proud to be a sponsor of this year’s Champions for Charity event, and we salute you for supporting it as well.
All the best,
Daniel Girard (managing partner of Newport’s Waterloo Office)