We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.Read more
Advice in Common Language
Straightforward Fees
FORBES TOP-RANKED TEAM
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At Concierge Wealth, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Concierge Wealth we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
How to get started.
1. Schedule an appointment
2. Meet with us for a custom listening session
3. Get your personalized strategy
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Portfolio Management
Our team follows a disciplined process when it comes to managing your investments. Learn more
Risk Management
Concierge Wealth Management Group works with Orange County based and our national insurance specialists to identify areas that could negatively impact your short and long term financial goals. Learn more
Tax Planning
Our National team of CPA’s can assist you and you CPA with your tax planning needs. Learn more
Wealth Planning
Our advisors help our clients establish their goals in life, both short and long term, determine their assets and liabilities, and evaluate their current financial position. Learn more
Estate Planning
Estate planning takes into consideration your will, trust, and estate you desire to leave for your family and charitable purposes. Learn more
Personalized Investment Management
Concierge Wealth Management Group, in Irvine, California, provides wealth management services for clients in Orange County as well as the greater Southern California area. Working with affluent individuals and families focused on retirement, Concierge Wealth Management Group’s team of wealth advisors seek to build a lifelong relationship with clients, with the goal of helping them achieve and live in retirement on their own terms. They work with a limited number of clients to provide them the highest level of personal service.
Our Four-Step Process: Wealth Designed. Life Defined.®
At Concierge Wealth Management Group, every client works closely with a wealth manager through a strategic, four-step process. The goal of this process is to help clients understand their goals and the role investments have in planning for retirement.
At Concierge Wealth Management Group, every client works closely with a wealth manager through a strategic, four-step process. The goal of this process is to help clients understand their goals and the role investments have in planning for retirement.
1) Goal identification. Our clients share what they care most about, their dreams, their concerns, and their goals. We review their assets and their risk profile.
2) Plan Development. We stress test your current assets and begin working on your Retirement Financial Plan. This helps us determine your Family Index Number.
3) Education and strategy selection. we then educate you on fee transparency and our investment strategy based on your objectives.
4) Transparency and communication. Once your plan is set in motion, you’ll define how we communicate with you – phone, email, mailings or in-person- but you can expect us to deliver proactive, transparent communications and unparalleled service. You’ll also gain anytime access to statements and performance reports through our portal, Client Experience Optimizer (C.E.O.). We will schedule annual or semi-annual progress reviews to ensure your financial goals and objectives remain current. We offer in-person meetings as needed in our Irvine office or online through secure connections.
As a result of this process, Concierge Wealth Management Group clients have shared that they feel more prepared about their future and their retirement.
Investment Management
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Partners
Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.
Our Locations
Concierge Wealth is headquartered in Irvine, California. Contact us today to speak with a financial advisor or financial professional.
Insights
Concierge Wealth’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
Video
Roth Planning Opportunities in 2020Tax brackets are positioned well, interest rates are favorable and RMDs are on hold. So you’re probably asking yourself if now is a good time to convert your IRA into a Roth account. In this webinar, we look at the advantages of a Roth conversion in a down market and how you can save big on taxes down the road by investing in a conversion now. The CARES Act, the SECURE Act and the Tax Cuts and Jobs Act are all affecting this part of retirement finances, and the benefits they offer won’t last forever. Click Here to Watch the...read the full article
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Market Commentary
Market Commentary: Coronavirus Takes Toll on Retail, ...The global economy continues to slow rapidly, based on key data released last week. In the U.S., retail sales dropped 16.4% from March to April. Individuals cut back on purchases due to risks from the coronavirus, lockdowns, and declining income from job losses. The drop increases to 21.6% when compared to one year ago. Industrial production showed similar weakness, falling 13.7%.
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Monthly Newsletter
How to Use a 529 Plan to Help 2020 ...Warmer weather comes with a few traditions: well-kept lawns, baseball stadium lights, open windows. And every year in May and June you’ll see the balloons on stop signs and borrowed folding tables in the open garage, proud parents snapping pictures. The graduation party is a universal rite of passage.
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Blog
Roth Conversions and Tax-Loss Harvesting: 2 Strategies to ...You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.
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News
3 Roth Conversion Traps To Avoid After The ...Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.
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Infographic
10 Tax Planning Tips Your CPA Might Have ...There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic
Read MoreWeekly Market Commentary
- Market Commentary: Only Half of U.S. Population is Classified as Employed
The U.S. jobs report confirmed what was already known: millions of Americans are losing their jobs. The monthly payrolls report estimated a decline of 20.5 million jobs last month. The unemployment rate rose to 14.7%, which is estimated to be the highest since the Great Depression. A broad measure of employment estimates 51.3% of Americans have a job.Read more
