A Client-Centered Approach
We help you on your journey to address your wealth through tailored strategies that efficiently address your financial goals and objectives.
Your Financial Future
We're committed to discovering and developing financial strategies for you, your family, and your business.
Custom Investment Strategies
Our wide array of services is tailored to manage your family's or business's long-term financial goals.
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.
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.
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.
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.
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
Customized strategies that analyze current market conditions and account for your future financial goals.
Investment Management
Tailored investment strategies to focus a diversified portfolio suited to your financial goals.
Retirement Planning
Comprehensive retirement planning designed to pursue long-term financial stability, considering a variety of factors.
& More
From estate planning to charitable giving, we have a variety of services to cater to your individual needs.
Helpful Content
Curated videos, calculators, and more - because we believe that an educated client, is an empowered client.