Flagstar Private Bank in Newport Beach, CA delivers tailored solutions for clients with specialized banking, lending, and wealth needs. Our private bankers are experienced, knowledgeable, and provide a single-point-of-contact to work with individuals, families, and businesses on strategic wealth management, customized lending, and premier banking services—all with the responsiveness and discretion you expect. Partner with a team that’s committed to... Read More about Flagstar Private Bank

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

Spectrum Asset Management, Inc. is a fee-only, fiduciary investment advisory firm based in Newport Beach, California. We serve individuals and households, including executives navigating concentrated employer stock, creating peace of mind so our clients can live their dreams. Services include investment management, financial planning, equity compensation strategy, tax-aware portfolio construction, retirement planning, and estate planning coordination. As a fiduciary, we... Read More about Spectrum Asset Management Inc

Cultivating domestic oil and gas assets through strategic direct investment partnerships. Based in California, Nexus Petroleum Group is a privately held energy investment firm backed by over 40 years of collective executive expertise. We partner with best-in-class operators to deliver results. We use partnership structures designed to deliver clarity, alignment, and investor-grade reporting structures serious investors recognize and can underwrite.

Mercer Advisors is proud to help families in Orange County with all their wealth management needs. With a team of local CFP® professionals, we provide tailored, personalized guidance to a wide range of families and businesses, including ultra high-net-worth clients. Special services: Divorce planning and consulting, concentrated stock positions, expertise in PIMCO and Broadcom employees, and medical field specialists. Multi-generational... Read More about Mercer Advisors - Newport Beach

When it comes to complex financial decisions, we are not designed to rely solely on our own limited personal experience. In nearly every endeavor, we can benefit from the cumulative experience and knowledge gained by others. It takes decades of hard work and persistence to build wealth and you deserve to have it grow and protected by a dedicated team... Read More about Empirical Wealth Management

Since 1984, Kayne Anderson Rudnick’s wealth management team has been providing customized financial planning and investment solutions. Richard Kayne, John Anderson, and Allan Rudnick launched the firm with a commitment to high-quality investments that has remained at the core of our approach. When you consider our portfolio history and our 97% client retention rate, it should come as no surprise... Read More about Kayne Anderson Rudnick

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy