Cultivated For You
A Personalized Approach

With a client-centered approach, our firm is committed to helping families and businesses create an customized road map for their long-term financial goals. We prioritize a thorough understanding of our client’s needs and objectives, so you can feel confident in pursuing financial security even through the waves of life.

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Eric Ordinario

Eric Ordinario

Co-founder of Newport Premier Wealth Management, Ordinario, works with affluent families and business owners on managing and protecting their wealth. His strong focus on getting to know his clients helps him to gain a deeper understanding of what matters most to them.

Meet Eric O.
Eric Squires

Eric Squires

Co-founder of Newport Premier Wealth Management, Squires takes abundant pride in helping his clients spend more time enjoying what matters most to them by allowing them to spend less time thinking about their finances.

Meet Eric S.
Huy Pham

Huy Pham

Huy Pham is a Wealth Advisor of Newport Premier Wealth Management, based in Newport Beach, California. Huy advises a successful mix of business owners, executives and affluent families, and provides complete financial planning and customized solutions for his clients.

Meet Huy P.

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide help you avoid these critical mistakes and potentially save you thousands in taxes and fees.

 

An Array of Investment Strategies

We offer a variety of financial planning and investment management strategies to cater to your unique financial needs. Our personalized strategies aim to protect and preserve your financial future.

Financial Planning

Financial Planning

Customized strategies that analyze current market conditions and account for your future financial goals.

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Investment Management

Investment Management

Tailored investment strategies to focus a diversified portfolio suited to your financial goals.

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Retirement Planning

Retirement Planning

Comprehensive retirement planning designed to pursue long-term financial stability, considering a variety of factors.

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& More

& More

From estate planning to charitable giving, we have a variety of services to cater to your individual needs.

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Helpful Content

Curated videos, calculators, and more - because we believe that an educated client, is an empowered client.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
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When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
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Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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Have a question? We're ready to help.

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