Your wealth and legacy Preserve it for generations to come
Newport Legacy Wealth Management
800-707-1093
855-763-8229
855-211-4498
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660
We are a multi-generational team steeped in investment experience. We are dedicated to helping our clients navigate through life's important financial decisions. Our job satisfaction is derived from helping our clients manage their wealth goals – from financial planning and retirement to building a legacy for future generations. We aim to replace fear and concern with comfort and confidence. Our team members strive to have an infectious positive attitude and look to help improve not only our client's financial future, but also their day to day lives. We value their concerns and opinions, and our relationships are built on trust, communication and consistency. We always strive for the best.
Blake Foster, Brian Gooding, and Thomas Podmajersky have been recognized as industry leaders
- Blake Foster Forbes America's Top Next-Generation Wealth Advisors, 2017, 2018, 2019
- Brian Gooding Forbes America's Top Next-Generation Wealth Advisors, 2017, 2018, 2019
- Thomas Podmajersky Forbes Best-In-State Wealth Advisors California, 2020
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