About Newport Wealth Management

John C. Farley, AIF®, AAMS®, of Newport Wealth Management  has been a licensed financial advisor since 1987. John has experience in various roles in the financial services industry from back office sales support, marketing, and 12 years as a branch manager. John founded Newport Wealth Management in 2011 to focus primarily on investment management for clients and small businesses. John has successfully achieved the designation of Accredited Investment Fiduciary (AIF®) from the Center for Fiduciary Studies. John also holds the designation of Accredited Asset Management Specialist (AAMS®) through The College for Financial Planning and holds FINRA Series 4,6,7,9,10,24,53,63 and 65 through LPL Financial, and is also life insurance and annuity licensed in Connecticut, Rhode Island, and New York. 

John lives in Portsmouth, RI with his wife Christine and their dog Bailey. John has two stepsons, Matthew and Zachary. In his spare time, John enjoys photography, woodworking, and golf.

 

Our Mission

We are committed to putting our clients needs first by providing independent investment advice along with exceptional customer service.

Client Focused Wealth Management

Newport Wealth Management focuses on you and the unique set of financial circumstances you and your family face.  Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short and long term goals. By building a lasting, personal relationship with you, we're able to help you anticipate needs and plan for your future.

Main Street Not Wall Street

Whether you are a first time investor or have been investing for years, Newport Wealth Management wants you to have a clear understanding of the risks and fees associated with your investments. We speak in Main Street terms rather than Wall Street jargon.

Our Approach To Your Personalized Plan  

1. Establish investment goals and objectives
2. Determine risk tolerance and asset allocation
3. Create the investment portfolio
4. Monitor and review

This investment planning and management process is used to help you keep your future financial goals and investment objectives in focus and establish a clear set of milestones that you can use to track your progress as you pursue your financial goals and objectives.

There is no guarantee that an investment strategy will yield positive outcomes. Investing involves risk, including possible loss of principal.

 

Independence Powered By LPL Financial

Newport Wealth Management is supported by the resources of LPL Financial, one of the nation's largest independent broker/dealer.  This relationship provides us with thorough research and a comprehensive array of tools, resources, and state of the art technology.  Because LPL Financial has no proprietary products to sell, we have the freedom to offer you independent financial guidance.