Newport Beach Wealth Management
23 Corporate Plaza Dr #150, Newport Beach, CA 92660 | (800) 231-7414
Kayne Anderson Rudnick’s Newport Beach wealth management team has been providing wealth management solutions since 1984. When John Anderson, Richard Kayne, and Allan Rudnick first launched the firm, they established a commitment to high-quality investments that has remained at the core of our approach. The firm is ranked #1 on Barron’s Top 100 Independent Advisors list. This is the fifth year that KAR has been ranked #1 (2017-2020, 2022) and the tenth consecutive year it has been ranked in the top 10. Our Wealth Management group has a 96% client retention rate*, which we believe reflects our unwavering commitment to helping our clients achieve their financial goals.
Kayne Anderson Rudnick’s Newport Beach office is conveniently located at Suite 150E, 23 Corporate Plaza Drive, just north of the Coast Highway. With KAR’s Newport Beach wealth management team, we believe you’ll have a partner you can trust to help you navigate your financial future.
Our wealth management services include:
- Investment Advisory
- Retirement, Tax, and Charitable Planning
- Asset, Liability, and Cash Flow Analysis
- Risk Mitigation
- Estate Review
Contact our Newport Beach wealth management office today to meet with a KAR financial advisor for a holistic examination of your specific financial situation. Our goal will be focused on helping you lay a strong foundation for the future with a plan tailored to your needs.
Senior Wealth Advisors
Douglas S. Foreman, CFA
Stephen A. Rigali, CFA
Kimberly C. Friedricks
Tyler Sterk, CPA, CFP®
Thomas Pontius, CFP®
*As of December 31, 2021.
Barron’s “Top 100 Independent Advisors”: The ranking is based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced, and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. KAR has not paid a fee to participate in the rankings, but has paid fees for a license to access reprints and distribute links to the results of the rankings via email, social media, and KAR’s website for a prescribed period of time.
For additional information on the ranking, please visit here.
This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.