But when the SECURE Act goes into effect – expected on Jan. 1, 2020 – beneficiaries will have to fully distribute taxable accounts within 10 years of the account holder’s death. That could push your loved ones into a higher tax bracket.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
Market Commentary
Weekly Market Commentary – January 21, 2020Optimism from continued progress on trade pushed the S&P 500 to new highs last week. The U.S. and China signed a “phase one” deal that included an agreement by the U.S. to reduce tariffs in exchange for promises of increased purchases of U.S. goods by China and adjusted rules to allow U.S. corporations to better compete in China.
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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
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Monthly Newsletter
Why We Don’t Keep Our Financial ...So, did you hop on that new Peloton this morning or have you already broken the streak? Which diet are you planning on starting next week … or maybe the week after? Has your December credit card statement come in the mail and perhaps inspired you to make money-related goals in 2020? New Year’s resolutions are nothing new – neither is breaking them.
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Blog
How Your Employee Benefits Fit into Your ...Your Health Savings Account (HSA) is a cornerstone of your benefits planning. The money is triple tax-advantaged – contributions, growth and withdrawals for qualified expenses are not taxed. This account is like nothing else, and you need to take full advantage of it.
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News
10 Common Estate Planning Mistakes (and How to ...Estate planning and end of life planning are about taking control of your situation. Death and long-term care later in life might be hard to fathom right now, but we can’t put off planning out of fear of the unknown or because it’s unpleasant. Don’t wait for life to happen to you, though.
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Video
Quarterly Market Outlook: Q4 2019Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.
Read MoreWeekly Market Commentary
- Weekly Market Commentary – January 13, 2020
The U.S. employment report missed expectations, but it reinforced our view that the U.S. labor market remains strong. As shown in the accompanying chart, 145,000 new jobs were created, missing expectations of 160,000. Wages have risen 2.9% over the last year, falling below 3% for the first time since late 2018.Read more
