Individual Investing

Retirement should be
the beginning of a great story

We’re dedicated to help you write it

We want to see you pursue your retirement dreams

Wherever you are in your retirement journey, we can help

Plan

Tell us your goals and let's organize your financial life into a retirement plan that works for you.

Invest

Discover our active approach to portfolio management and how we carefully monitor investment risk.

Enjoy

Implement sound distribution strategies from your investment account alongside your Social Security benefits.

Our difference, your advantage.

Our difference, your advantage.

Choose A Portfolio That Fits You

We offer three adaptive strategies to suit your investment risk preferences.

Sage

For conservative investors.

Mezzo

For moderate investors.

Altura

For aggressive investors.

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.

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