X
View View

BankNewport Mobile Banking

GET — On the App Store.

Client Focused Wealth Management

The OceanPoint Investment Solutions focus is 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 objectives. By building a lasting, personal relationship with you, we are able to help you anticipate and plan for the future.

Schedule an Appointment

 

Strategies for Your Wealth Management Needs

We help you create a personalized financial strategy with your lifestyle goals in mind. Based on our discovery process, we work with you to build an appropriate plan that supports your objectives, then monitor it regularly to help you stay on track.

Our services and strategies include:

  • Retirement Planning
  • Investment Planning
  • Estate Planning
  • Education Planning
  • Risk Management
  • Tax Strategies
  • Gifting Strategies
  • ... and more

Our Approach to Your Personalized Plan

  • We begin by asking you to complete a confidential personal profile that helps us gain a deep understanding of your current financial situation and goals.
  • We provide a detailed analysis of your finances, develop a variety of customized strategies, then offer suitable recommendations to address your future needs.
  • Once you select an appropriate approach, we put your personalized plan into action. We then maintain consistent communication with you, carefully monitoring your portfolio and making adjustments, when necessary.

 

To start your conversation about Wealth Management planning or to learn more about these and other investment options contact Donald Hartley.

Donald M. Hartley

LPL Financial Advisor

401.845.8797 Schedule an Appointment

To learn more about the entire ruling, or to checkout the background of investment professionals associated with the site on FINRA’s BrokerCheck: https://brokercheck.finra.org/