Holistic Financial Planning in Newport, RI
At Woodard & Clark, we offer holistic financial planning to clients in Newport, RI and throughout Aquidneck Island. Our comprehensive approach integrates tax planning, investment management, protection strategies, and estate planning—all delivered in one coordinated plan. Whether you’re managing a portfolio from a historic home near Bellevue Avenue, planning your future along Ocean Drive, or building a long-term legacy for your family, we’re here to help bring clarity and purpose to your finances.
From professionals working downtown to retirees overlooking Easton’s Bay, we serve Newport residents with strategies tailored to their stage of life and long-term vision.
Complete Planning, Customized for Coastal Life
An Integrated Approach to Every Financial Detail
Five core services. One clear strategy.
Financial Planning
Together, we create a comprehensive roadmap that covers everyday money management, long-term savings goals, and meaningful life milestones.
Investment Planning
Our team builds tax-smart portfolios aligned with your timeline, risk profile, and goals—designed to grow with you over time.
Tax Planning
From local small businesses to personal income planning, we offer forward-looking tax strategies to help minimize what you owe and maximize what you keep.
Protection Planning
We assess risk and build smart insurance strategies—so you can move forward with peace of mind, even when life throws the unexpected your way.
Legacy Planning
We’ll help you create an estate plan that reflects your values and ensures your wealth is passed on smoothly and efficiently to the people and causes that matter most.
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Frequently Asked Questions
Holistic Planning in Newport, RI
How does holistic financial planning help people in Newport?
Holistic planning brings all parts of your financial life into one clear plan. For Newport residents managing investment properties, tax exposure, or retirement income, it creates efficiency and alignment. This type of planning helps ensure your assets, liabilities, and long-term goals work together. It’s especially helpful for those balancing multiple priorities like real estate, small business, or multigenerational family planning.
Can holistic planning help with retirement in Newport?
Yes—retirement is one of the most common focus areas for our holistic clients in Newport and the surrounding areas. We build retirement income strategies that factor in taxes, investments, health care, and lifestyle. Whether you’re aging in place or downsizing near the water, your plan will help you transition with confidence and peace of mind. We also help with timing Social Security, managing required distributions, and preserving wealth for heirs.
What’s the advantage of having all services under one roof?
Having tax, investment, and estate planning handled by one team means fewer gaps, less confusion, and better results. You won’t need to repeat information between advisors or wonder if your plan is coordinated. Our Newport clients appreciate that we connect all the dots, so decisions are more strategic and less reactive. You get a consistent voice guiding your financial life from every angle.
How do you personalize financial planning for Newport clients?
We begin by listening—learning about your lifestyle, values, and vision for the future. Whether you’re a longtime Newport resident or new to the area, your plan will reflect your unique circumstances and goals. That may include coastal property planning, charitable giving, or multi-property investment strategies. We also consider your stage in life, tax picture, and any business or family dynamics that affect your finances.
Do you offer remote services if I split time between homes?
Absolutely. Many of our clients in Newport spend part of the year elsewhere or travel frequently. We offer remote consultations and digital tools that allow you to stay connected to your plan wherever you are. Whether you’re managing finances from Rhode Island or another home out of state, we make it easy to stay on top of your goals with continuity and confidence.
