About Our Newport Beach Office

Our Newport Beach office offers more than 200 years of combined industry experience. Conveniently located on Pacific Coast Highway next to the Newport Beach Country Club, the office provides a broad range of wealth management services, leading with wealth planning, but focusing on business owner transitions, family law, and inherited wealth. In fact, over 70% of the office’s top 100 clients are former business owners who turned to us for transition planning. The office team holds numerous advanced financial planning degrees, with specializations in tax, estate, investment, divorce and business transition/exit planning. The team is proud of their strong client commitment, limiting their account loads to ensure personal relationships and a highly satisfying client experience, ultimately leading to unmatched client retention.

Want to talk to someone from our Newport Beach Office?

Get in touch and put our experienced Newport Beach-based team to work on your behalf.


1600 Newport Center Drive
Suite 200
Newport Beach, CA 92660

View in Google Maps

Office Hours

Mon - Fri: 8:30 AM-5:00 PM ET


Office Phone: (949) 397-2439

Check Verifications & Banking Inquiries:
(800) 830-0549

Client Access
Support for BNY Mellon Wealth Online:
(800) 880-5631

Our Newport Beach Team

Want to know more?

Chat with someone from our Newport Beach office

Send us an email and we’ll schedule a call that works for you.