Newport Beach Wealth Management

Newport Beach, California

5000 Birch Street, West Tower
Suite 3000
Newport Beach, CA 92660
Phone: 949.844.6165
Fax: 949.629.6399

Get in touch

Our wealth management team in Newport Beach can work with you to create a personalized financial plan designed for your big picture. Our in-house expertise addresses all aspects of your financial goals, including wealth and retirement planning, estate and tax strategies, insurance and risk assessments, philanthropy, private investments, and real estate, as well as financial planning for business owners and multi-generational family wealth.

As a fiduciary, our team puts your interests first to help you achieve your financial goals, whether that’s giving back to the community, saving up for the future, or savoring today.

As a community-minded firm, we spend time in our own altruistic ventures—donating time, money, and support to organizations including Three Butterflies Foundation, Special Olympics, Dignity Health Foundation, and Project 34.

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Meet your Newport Beach wealth management team

I am fortunate to work with a team of individuals that share my passion to provide sound a...

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Alexia Candelaria, CFP®

Lead Advisor

Austin Metzger, CPA

Tax Lead Advisor

I am responsible for thinking strategically with our clients about their life plans and en...

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Kory Leadon, CFP®

Senior Lead Advisor

As the Growth and Operations Director in our Southwest Region region I work with potential...

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Kristen Purnell

Richer Life Business Partner

As the growth and operations manager for the Southwest region, I strive to create strong r...

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Mackenzie McMillan

Executive Assistant

As the director of estate planning, I strive to help clients live a richer life by alignin...

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Mary Louden, JD, LLM

Director of Estate Planning

I am fortunate to work with a team that shares my excitement for collaborating with client...

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Max Gallagher, CFP®

Lead Advisor

I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...

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Scott Greve

Lead Advisor, Real Estate Advisory Group

Talk to a Newport Beach financial advisor

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.

    "Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."

    – Dan S., Brighton Jones client