Newport Beach Wealth Management

KAR’s wealth management office based in Newport Beach provides:

• Financial planning
• Investment advisory
• Executive services
• Investment consulting services

When Richard Kayne, John Anderson, and Allan Rudnick first launched the firm, they established a commitment to high-quality investments and business practices that have remained at the core of the firm’s approach for more than 40 years. The firm is ranked #3 on Barron’s Top 100 Independent Advisors list in 2024 and this is the twelfth consecutive year it has been ranked in the top 10*, including five years ranked #1 overall (2017-2020, 2022). KAR is also ranked #7 on Forbes Top RIA list†. KAR’s Wealth Management group has a 92% client retention rate‡, which we believe reflects the firm’s unwavering commitment to helping our clients achieve their financial goals.

The firm’s Newport Beach location provides financial planning and wealth management services throughout Orange County. With KAR’s local wealth management team, we believe you’ll have a partner you can trust to help you navigate your financial future.

KAR’s wealth management services in Newport Beach are comprehensive and include:

• Financial Planning: With retirement planning, estate planning, tax planning, charitable giving, and asset, liability and cash flow analysis, KAR can help you plan for your retirement, whether those plans include assessing social security and investment income or health and long-term care considerations and estate planning. We can also help you develop a charitable giving plan that integrates with your estate planning and tax planning and provide a full assessment of all of your assets, liabilities, income sources and expenses.
• Investment Advisory: Our firm offers a large breadth of investment advisory services including proprietary equity and fixed income investment strategies as well as carefully selected external investment partners.
• Executive Services: KAR’s Newport Beach office also offers financial planning for corporate executives to include tax-managed portfolio diversification services, risk management services, and exchange fund solutions.
• Investment Consulting Services: With its institutional asset management and investment consulting services, KAR’s Newport Beach office can provide investment policy statement design and implementation, strategic asset allocation, investment strategy and manager due diligence and selection, portfolio transition analysis and execution and portfolio trading cost analysis and oversight.