NEWCORP WEALTH MANAGEMENT

Overview

Newcorp Wealth Management is an independent registered investment adviser that serves individual, family and institutional clients with a mix of financial planning, portfolio management for individuals and small businesses, and insurance brokerage. The firm structures client portfolios around public funds and ETFs, with a clear tilt toward broad-market indexed exposure — the Vanguard 500 Index Fund is the single largest position in its equity holdings. Newcorp operates with a fee model that includes both percentage-of-AUM and fixed-fee arrangements and does not position itself as an active ESG investor or a multi-state adviser. Investment decision-making emphasizes pooled public fund vehicles rather than concentrated single-stock bets. The firm maintains discretionary authority over the majority of client assets while preserving non-discretionary mandates for a minority of relationships, and it supplements public-market allocations with annuity products through its insurance brokerage activity. The firm also uses third-party external alternative investment managers to access non-traditional strategies, predominantly as complementary, externally managed allocations rather than as internal direct investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices