Kingston Office
Kingston Office
Newport Private Wealth
A better way to manage your wealth.
Founded in 2001, Newport Private Wealth is dedicated to helping people manage their wealth with a genuine interest in their well-being.
As a high-touch boutique firm, we prioritize confidentiality and discretion while working with high-net-worth individuals and families across Canada. Our select clients trust us to help them organize, protect, and optimize their net worth.
We’re proud to be part of the Kingston community, and we welcome the opportunity to meet you. Discover how Newport can help you achieve your dreams and goals so that you and your family can flourish to the fullest.
Newport Private Wealth
A Better Way To Manage Your Wealth.
Founded in 2001, Newport Private Wealth is dedicated to helping people manage their wealth with a genuine interest in their well-being.
As a high-touch boutique firm, we prioritize confidentiality and discretion while working with high-net-worth individuals and families across Canada. Our select clients trust us to help them organize, protect, and optimize their net worth.
We’re proud to be part of the Kingston community, and we welcome the opportunity to meet you. Discover how Newport can help you achieve your dreams and goals so that you and your family can flourish to the fullest.
Our Kingston Team
It starts with a deep knowledge of the local market, strong family ties to the community, and client-centric values, and culminates with an eagerness to serve you. We are a dynamic local team, offering Newport's personalized wealth planning services to families in easter Ontario and beyond. Our collaborative team of specialists provides comprehensive wealth management, including estate planning, philanthropy, family governance, and tax management.
Managing Director & Portfolio Manager
Portfolio Manager
Portfolio Administer
Independent Thinking
At Newport Private Wealth, independent thinking is a cornerstone of our investment strategy. Our Investment Committee consists of 13 seasoned professionals, each bringing an average of 27 years of experience and a unique perspective to every decision. Our open-architecture platform allows us to uncover opportunities in often-overlooked sectors while avoiding overvalued areas.
We thrive on diverse viewpoints, encouraging creativity and rigorous debate to ensure that only the most compelling ideas drive our investment strategy. This collaborative approach ensures that only the best ideas shape our investment decisions, ultimately leading to more robust and well-rounded wealth management for our clients.
Independent Thinking
At Newport Private Wealth, independent thinking is a cornerstone of our investment strategy. Our Investment Committee consists of 13 seasoned professionals, each bringing an average of 27 years of experience and a unique perspective to every decision. Our open-architecture platform allows us to uncover opportunities in often-overlooked sectors while avoiding overvalued areas.
We thrive on diverse viewpoints, encouraging creativity and rigorous debate to ensure that only the most compelling ideas drive our investment strategy. This collaborative approach ensures that only the best ideas shape our investment decisions, ultimately leading to more robust and well-rounded wealth management for our clients.
The Newport Investment Committee
Get In Touch Today!
Experience the personal service of Newport Private Wealth's Kingston office, where we forge long-lasting relationships built on mutual respect and trust.
Contact us today to enjoy a stress-free environment dedicated to protecting and growing your wealth.
218 KING STREET EAST
KINGSTON, ONTARIO
K7L 3A6
Phone: 613.417.4343
Get In Touch Today!
Experience the personal service of Newport Private Wealth's Kingston office, where we forge long-lasting relationships built on mutual respect and trust.
Contact us today to enjoy a stress-free environment dedicated to protecting and growing your wealth.
218 KING STREET EAST
KINGSTON, ONTARIO
K7L 3A6
Phone: 613.417.4343