Taxes

• Charitable Giving
  BankNewport CEO, Jack Murphy; Dr. MLK Community Center Executive Director, Heather Hole Strout; and BankNewport Senior Vice President/Director of Community Relations and Charitable Giving, Kathleen Charbonneau.

Investment

• Investment Management
  References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.
• 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.

Accounting

• Payroll Services
  Our Payroll Services feature with Heartland makes things simple and user friendly. With Heartland you will have access to manage all aspects of your workforce.

Planning

• Financial Planning
  To start your conversation about financial planning or to learn more about these and other investment options contact one of our financial advisors.
• Retirement Planning
  With the need for retirement planning so great, it is fortunate there are so many diverse ways to save for the future. Even so, selecting the proper retirement savings vehicles requires the skilled guidance of a financial advisor who can identify and explain a variety of retirement planning strategies and help you choose the ones that are best for you.
• Gifting Strategies
• College Funding