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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)?

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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.

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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.

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Carson Group Partners

Carson Group 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.

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Our Locations

Concierge Wealth is headquartered in Irvine, California. Contact us today to speak with a financial advisor or financial professional.

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Insights

Concierge Wealth’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Market Commentary
Weekly Market Commentary December 10, 2018

The market is starting to grate on some investors. The S&P 500 dropped 4.6% last week on concerns the reported trade truce wasn’t as substantial as hoped and that global economic growth continued to slow. Global stocks participated in the decline as the MSCI ACWI lost 3.5% last week. Read more

Avoid holiday financial stress
Monthly Newsletter
Gifts without the Guilt – Tips for Avoiding ...

Pop quiz: Can you name more than three gifts you got for the holidays last year? A sweater, an Apple watch, a popcorn tin … and, ummmm? Most of us would be hard-pressed to answer this question, even by late January.

What we remember, of course, are the moments with family and friends – the relationships that are renewed in the holiday time of slowing down. Material gifts are fine for the moment, but they are usually forgotten even before they have the chance to break and wear out. Read more

Blog
The 4 Pitfalls of No Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. Read more

Video
Q4 2018 Quarterly Market Outlook

Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor.

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News
Wall Street managers have cost Americans more ...

Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. Read more

Divorce Planning Infographic
Infographic
Divorce Planning

Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more

Blog post
  • Improving The Traditionally Allocated Portfolio

    Published by Tyler Schlumpf

    We’re going to introduce a few mathematical concepts in this article that are crucial to building a portfolio. For those that are already moving their cursor up to the X in the right hand corner, just stick with it! These concepts, whether we choose to learn them or not, have a significant impact on the way we combine investments and are important to understand as we discuss portfolio construction. Read more

Weekly Market Commentary
  • Weekly Market Commentary December 3, 2018

    Last week provided investors clarity on their two biggest concerns: interest rates and trade. Federal Reserve communication indicated rate increases will likely slow in 2019, and over the weekend, the U.S. and China announced an agreement to delay an increase in tariffs from 10% to 25% on a wide range of U.S. goods. In exchange, the Chinese will buy more U.S. goods, and both sides will seek an agreement in the next quarter. Read more