Who We Are
Newport Private Wealth is a boutique financial services firm offering personalized solutions to individuals, businesses, and multi-generational investors. Our dedicated team will work with you to tailor a strategy designed to meet your short-, medium-, and long-term financial goals.
$100M+ AUM
Our Team
Troy Ochoa
Financial Advisor
Troy started Newport Private Wealth in 2023. He prides himself on offering every client with the exceptional level of service and accessibility the firm was built on. Troy’s main areas of focus include retirement preparation, investment analysis and portfolio management. Troy received his bachelor’s degree in Marketing and Business Administration from Salve Regina University in 2014, he also received his MBA from Salve Regina in 2015. He holds the series 7 and 66 licenses. Troy is an avid sports fan and enjoys spending time on the golf course and with his family in Newport, Rhode Island.
Steven T. Howard AIF®
Financial Advisor – Asset Allocation
Steven T. Howard joined the firm following a 20-year career creating and managing client portfolios at Morgan Stanley and predecessor companies. As a Managing Director based in New York, he focused his attention on helping high net worth individuals build and preserve wealth using a disciplined, process-based approach to investing. Steve has also held various strategy and research positions within Citigroup. He spent two years managing the Citi Private Client Investment Strategy team in London and worked as the financial services strategist for Smith Barney in New York. He received an M.B.A. degree in Accounting and Finance from New York University’s Stern School of Business. Steve’s background in portfolio management, asset allocation, and macroeconomics dovetail well with the team’s client-first approach to wealth management. Steve lives in Longmeadow, MA with his wife and four children.
Financial Advisor
Chris Seeley has been advising private and corporate clients about their investments and financial plans since 2002. Chris specializes in retirement planning, intergenerational wealth transfers, estate planning, trusts, annuities and life insurance. Chris began his career as a Financial Advisor at UBS Paine Webber in Boston and later Smith Barney. In 2005, Chris founded an independent financial practice which continues today. Chris graduated from The George Washington University and holds the Series 6, Series 7 and Series 66 licenses and is a registered investment representative in 47 states, as well as holding several insurance licenses and designations. He has offices in Boston, Washington, D.C., Worcester, Hartford CT, and Western Massachusetts.
01
What We Do
Newport Private Wealth provides Investment Management, Financial Planning, and Employer-Sponsored Retirement Planning services to a diverse community of individuals, families, and businesses.
02
Our Approach
Our open architecture approach to investing allows us to find the best solutions for each client given their unique circumstances and investment objectives. Newport Private Wealth provides our clients with access to the lowest cost, best-in-class investment products, trading tools, and financial resources.
03
Our Mission
At Newport Private Wealth, our mission is simple: be honest and always add value. Our goal is to partner with our clients in all areas of their financial plan.
Investment Management
We have found that a rigorous, process-based approach to meeting client financial goals is critical for success. As part of our unwavering dedication to building and protecting client portfolios, we have created an asset allocation framework that combines our extensive portfolio management experience with that of an external, independent research firm.
Investment Management
We have found that a rigorous, process-based approach to meeting client financial goals is critical for success. As part of our unwavering dedication to building and protecting client portfolios, we have created an asset allocation framework that combines our extensive portfolio management experience with that of an external, independent research firm.
Employer-Sponsored Retirement Plans
We have years of experience helping companies design a customized plan that matches the current and longer-term goals of the firm. We manage the provider selection process and revisit your plan regularly to ensure that it reflects any legislative or regulatory changes and continues to meet your company’s objectives.
Employer-Sponsored Retirement Plans
We have years of experience helping companies design a customized plan that matches the current and longer-term goals of the firm. We manage the provider selection process and revisit your plan regularly to ensure that it reflects any legislative or regulatory changes and continues to meet your company’s objectives.
Financial Planning
Newport Private Wealth exists to help you take control of your financial future. We can assist with cash management and investments, retirement planning and 401(k), stocks, bonds and mutual funds. We will help you design, customize and implement a plan that will help you meet your financial goals.
Financial Planning
Newport Private Wealth exists to help you take control of your financial future. We can assist with cash management and investments, retirement planning and 401(k), stocks, bonds and mutual funds. We will help you design, customize and implement a plan that will help you meet your financial goals.
Rhode Island
28, Pelham St, Unit 200
Newport RI 02840
Office Hours
Mon-Fri: 9am – 5pm
Sat-Sun: Closed
Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, memberFINRA/SIPC, to residents of: California, Colorado, Connecticut, Florida, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Texas, and Vermont. Cambridge and Newport Private Wealth, Inc. are not affiliated. Cambridge does not provide settlement services. Cambridge Investment Research Advisors, Inc. is the Registered Investment Adviser.