Sophisticated wealth management to serve your individual needs

You don't settle for anything less than the best. Neither do we. Quite simply, there’s too much at stake to entrust the management of your wealth to a lack of experience or attention to detail. That’s why our team focuses on you and your financial life with no tolerance for loose ends. We pride ourselves on providing a high level of due diligence and service when it comes to your financial future. So, we invite you to ask yourself: When was the last time you were impressed with who you trust to handle your financial affairs?

Sophisticated wealth management to serve your individual needs

Floyd L. "Buck" Schwartz, CFP^®, ChFC^®

Managing Principal, Newport Beach Wealth Management Financial Advisor
CERTIFIED FINANCIAL PLANNER™

Trevor Schwartz, CFP^®

CERTIFIED FINANCIAL PLANNER™

Paige Baumgartner

Client Service Manager

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Sophisticated wealth management to serve your individual needs

Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.

Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team aims to help you propel forward with a sophisticated, well-crafted plan.

Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

Business Owners

Unique solutions for business owners and entrepreneurs.

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Corporate Executives

Helping you manage your financial success

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Endowments & Foundations

Delivering strategic solutions to support and sustain the mission...

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Families & Individuals

A pragmatic approach to wealth management

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Retirees

Nurturing wealth so you can live a longer, better life.

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Riches do not consist in the possession of treasures, but in the use made of them.

Napoleon Bonaparte