Newport Partners Wealth Management

Jim Asplin started Newport Partners Wealth Management in the summer of 2018 in a new leg of his career as a financial advisor.  The new company is still located in Downtown Port Washington at 208 E. Pier St.  Please contact us anytime!

Jim Asplin, AAMS®

Partner & Wealth Advisor

Jim.Asplin@newportpartnerswm.com
Phone: (262) 235-0043
Cell: (262) 893-8039

Jim is committed to building long-lasting relationships with his clients by helping them to be confident in their financial goals and life’s goals.  His mission is to educate clients on a wide variety of financial subjects, and help them make informed decisions that are in their best interest.

 Jim’s financial career experience includes 20+ years with Edward Jones as the local trusted advisor for the city of Port Washington and the surrounding communities.  Prior experience included serving city and county employees at Nationwide as the lead retirement specialist. 

 Jim completed his studies at the College for Financial Planning earning an Accredited Asset Management Specialist™ AAMS® designation. 

 Now with over 30 years of personal financial advising and financial planning experience to offer high-net-worth clients,

 Jim is a local community supporter as a long standing member of the Rotary.  He and his wife Chris also sponsor numerous charitable and civic organizations.   They enjoy spending time traveling, golfing and spending time with their two children and three grand-children.