Newport Private Wealth

Westerly, Rhode Island

Strategic Financial Services is an investment advisory firm in Westerly, Rhode Island. Services include Estate Planning, Financial Planning, and Retirement Planning. The office has a wheelchair-accessible entrance.

Middletown, Rhode Island

James Crosson operates a financial advisory practice in Middletown, Rhode Island, offering financial planning and insurance analysis services. With over 40 years of experience, he works with individuals, businesses, and nonprofits on planning around major life transitions including retirement, divorce, and significant asset changes. His team includes Isabel Bergantim and Sonia Crosson in client-facing roles.

Newport, Oregon

Agate Financial Partners is a financial planning firm in Newport, Oregon that serves business owners, families, and retirees with personalized financial strategies. The firm offers comprehensive planning, estate planning, tax planning, small business development, and succession planning services, with a stated focus on understanding clients' personal financial backgrounds and values to align plans with their individual goals. The firm emphasizes education and straightforward communication about personal finance concepts, and describes itself as engaged in money management and investment advisory services alongside planning work.

Middletown, Rhode Island

Newport Financial is an investment advisory firm in Middletown, Rhode Island. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.