Business Details
8 Years
experience
Your Trusted Partner for Financial Planning & Wealth Management Solutions
Newport Partners Wealth Management was founded in 2018 by Jim Asplin, a seasoned financial advisor with over 30 years of experience in personalized wealth management. Our mission is to empower clients through comprehensive financial education, tailored strategies, and long-term relationship-building. We specialize in retirement planning, asset management, and estate planning, leveraging our expertise to simplify complex financial decisions. With a focus on community engagement and client-centric solutions, we serve individuals and families across Port Washington and surrounding areas. Our team combines decades of industry knowledge with a commitment to transparency, ensuring clients feel confident in their financial futures.Backed by partnerships with reputable institutions like LPL Financial, we provide access to trusted resources and innovative tools. Our approach emphasizes risk assessment, legacy planning, and customized portfolio management to align with each client's unique goals. Recognized for our dedication to ethical standards and client education, we strive to be a reliable partner in achieving financial security. Through continuous support and adaptive strategies, we help clients navigate life's financial milestones with clarity and confidence.
Services
Retirement Planning
Estate Planning
Asset Management
Insurance Strategies
Financial Education
Portfolio Customization
Risk Assessment
Legacy Solutions
Investment Advisory
Wealth Preservation
Details
- Year established: 2018
Highlights and features
- We offer 30+ years of personalized financial advisory experience.
- Our strategies are tailored to individual retirement and legacy goals.
- We prioritize client education on investment and risk management.
- Our team partners with reputable institutions for comprehensive solutions.
- We maintain a strong commitment to community and ethical standards.
Associations and certifications
- FINRA
- SIPC
- LPL Financial
Services
Retirement Planning
We design customized retirement plans to ensure financial security during your post-work years. Our process identifies income needs, risk tolerance, and investment strategies aligned with your lifestyle goals. With expertise in pension optimization and tax-efficient withdrawals, we help clients transition confidently into retirement while minimizing financial stress.
Estate Planning
Our estate planning services safeguard your assets for future generations. We guide clients through wills, trusts, and power of attorney arrangements to minimize tax burdens and legal complications. By focusing on individual family dynamics and charitable intentions, we create plans that reflect your values while ensuring smooth asset transfer.
Asset Management
We develop diversified investment portfolios tailored to your financial objectives and risk profile. Utilizing LPL Financial resources, we monitor market trends and adjust allocations to maximize growth potential. Our approach combines long-term wealth preservation with adaptive strategies for changing economic conditions.
Insurance Planning
We assess insurance needs to protect against unexpected life events through life, health, and disability policies. Our recommendations balance affordability with comprehensive coverage, including policies with cash value accumulation. By partnering with trusted providers, we ensure clients maintain financial stability during emergencies.
Financial Education
We empower clients through personalized financial education sessions covering investment basics and retirement strategies. Our advisors explain complex concepts using practical examples tailored to individual circumstances. This approach enables informed decision-making and builds long-term confidence in managing personal finances.
People
Jim Asplin
Partner & Wealth Advisor
Jim Asplin, AAMS, has 30+ years of financial advisory experience, including 20+ years at Edward Jones. He specializes in retirement planning for local government employees and actively supports Port Washington's community through Rotary membership and charitable sponsorships.
Questions
What financial planning services do you offer?
We provide retirement planning, estate planning, asset management, insurance strategies, and personalized financial education tailored to individual goals.
How do you help with retirement preparation?
We create customized retirement roadmaps considering income needs, risk tolerance, and tax-efficient strategies to ensure financial security during post-work years.
Can you assist with estate planning?
Yes, we guide clients through wills, trusts, and power of attorney arrangements to protect assets and facilitate smooth intergenerational transfers.
What investment approach do you use?
We build diversified portfolios aligned with your goals, using LPL Financial resources and ongoing market analysis to optimize growth potential.
