Newport Beach Wealth Management
Newport Beach, California
5000 Birch Street, West Tower
Newport Beach, CA 92660
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.
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...View Profile
Alexia Candelaria, CFP®
I am responsible for thinking strategically with our clients about their life plans and en...View Profile
Kory Leadon, CFP®
As the Growth and Operations Director in our Southwest Region region I work with potential...View Profile
As the growth and operations associate for the Southwest region, I strive to create strong...View Profile
As the director of estate planning, I strive to help clients live a richer life by alignin...View Profile
Mary Louden, JD, LLM
I am fortunate to work with a team that shares my excitement for collaborating with client...View Profile
Max Gallagher, CFP®
I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...View Profile
Talk to a Newport Beach financial advisor
"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