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Welcome to
JPS Newton

Financial advisory, retirement planning, and wealth management firm based in Portland, Oregon

Welcome to JPS Newton

Financial advisory, retirement planning, and wealth management firm based in Portland, Oregon

Why You Should Work With Us

Accredited Investment Fiduciary (AIF®)

Only Accredited Investment Fiduciary® (AIF®) Designees have been certified specifically for their ability to follow a fiduciary process with their clients’ best interests at heart.

Over 15 Years of Trusted Service

We rigorously monitor your investments and assess the market on a daily basis. We take a proactive, hands-on approach.

Investment
Fiduciary

We are investment fiduciaries, which means we are legally obligated to act in your best interest. We will never advocate for anything that doesn't aim to benefit you. We seek to advise you on every step of your financial journey.

Market-Tested Algorithms

With over 20 years of market testing, our algorithms give us the strategy we need so we can take action as early as possible and strive to ensure the risk to your investments is managed.

Investing in equities includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market. Investing involves risk including loss of principal. No strategy assures success or protects against loss.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

At JPS Newton, we aim to help you succeed in every aspect of your
financial life.

Retirement Planning
Wealth Management
Risk Management
Acquisitions

At JPS Newton, we aim to help you succeed in every aspect of your
financial life.

Retirement Planning
Wealth Management
Risk Management
Acquisitions

An Account for Every Situation

What are the plan features?
Employee-funded with possible employer contribution; allows restricted coverage; allows control over when the money will be withdrawn; may allow for loans.

Who can establish a 401(k)/Roth 401(k) plan?
Sole proprietors, partnerships, corporations, and nonprofits.

Who contributes?
Employee and employer.

What are the employee eligibility requirements?
Age 21 or older, worked one year; may exclude employees who work less than 1,000 hours per year, union employees, and nonresident aliens.

At JPS Newton, your employees are our priority. We believe personalized retirement planning and ongoing employee education are essential to achieving retirement readiness. We seek to go above and beyond your expectations and be readily available to help your employees every step of the way.
What are the plan features?
Tax-free growth and distributions (provided certain conditions are met); nondeductible contributions may be made even after age 70½; can be used in conjunction with any retirement plan.

Who can establish a Roth IRA?
Age limit: None Income limit: $137,000 for single and $203,000 for joint.

Who contributes?
The individual.

What are the employee eligibility requirements?
N/A

At JPS Newton, your employees are our priority. We believe personalized retirement planning and ongoing employee education are essential to achieving retirement readiness. We seek to go above and beyond your expectations and be readily available to help your employees every step of the way.
What are the plan features?
Employee-funded; easy to establish and maintain; no ADP/ ACP nondiscrimination testing; mandatory employer contributions; employer cannot maintain another retirement plan.

Who can establish a SIMPLE IRA plan?
Employers with 100 or fewer employees, including sole proprietors, partnerships, corporations, nonprofits, and government entities.

Who contributes?
The employee and employer.

What are the employee eligibility requirements?
Earned at least $5,000 during any two prior years and is expected to earn at least $5,000 in current year; may exclude union employees and nonresident aliens; no age limit restriction.

At JPS Newton, your employees are our priority. We believe personalized retirement planning and ongoing employee education are essential to achieving retirement readiness. We seek to go above and beyond your expectations and be readily available to help your employees every step of the way.
What are the plan features?
Employer-funded; easy to establish and maintain; minimal IRS filings and paperwork; low cost.

Who can establish a SEP IRA plan?
Sole proprietors, partnerships, corporations, nonprofits, government entities.

Who contributes?
The employer.

What are the employee eligibility requirements:
Age 21 or older, worked 3 of the last 5 years and earned at least $600 in each of those years; may exclude union employees and nonresident aliens.

At JPS Newton, your employees are our priority. We believe personalized retirement planning and ongoing employee education are essential to achieving retirement readiness. We seek to go above and beyond your expectations and be readily available to help your employees every step of the way.
What are the plan features?
Contributions may be tax deductible (if individual falls within income guidelines); can be used in conjunction with any retirement plan.

Who can establish a Traditional/Pre-Tax plan?
Age limit: 70½ Income limit: None

Who contributes?
The individual.

What are the employee eligibility requirements?
N/A

At JPS Newton, your employees are our priority. We believe personalized retirement planning and ongoing employee education are essential to achieving retirement readiness. We seek to go above and beyond your expectations and be readily available to help your employees every step of the way.
What are the plan features?
Employee- and employerfunded; allows control over when the money will be withdrawn; may allow for loans; designed specifically for owner-only businesses.

Who can establish an Individual K plan?
Employer-only businesses including sole proprietors, partnerships, corporations, and nonprofits (may employ spouse).

Who contributes?
The individual.

What are the employee eligibility requirements:
N/A

At JPS Newton, your employees are our priority. We believe personalized retirement planning and ongoing employee education are essential to achieving retirement readiness. We seek to go above and beyond your expectations and be readily available to help your employees every step of the way.

This information is not intended as authoritative guidance or tax or legal advice.

Our team is here to serve you.

Find out how we can make a difference

in your financial life

At JPS Newton, we aim to help you achieve your financial vision and tailor your financial plan to your specific needs.

Find out how we can make a difference

in your financial life

At JPS Newton, we aim to help you achieve your financial vision and tailor your financial plan to your specific needs.

Visit Our Offices

office location
7180 SW Fir Loop
Suite 200
Tigard, OR 97223
Phone

(971) 340-4832