Newport Beach Wealth Management


23 Corporate Plaza Dr #150, Newport Beach, CA 92660

(800) 231-7414


Since 1984, Kayne Anderson Rudnick’s wealth management team has been providing customized financial planning and investment solutions. Richard Kayne, John Anderson, and Allan Rudnick launched the firm with a commitment to high-quality investments that has remained at the core of our approach. When you consider our portfolio history and our 97% client retention rate, it should come as no surprise that we’ve consistently been ranked among the best wealth management firms by Barron’s Magazine.

 

With KAR in Newport Beach, you’ll have a partner you can trust to achieve your goals, giving you the peace of mind you need to enjoy what matters most: living a happy, meaningful, healthy life with those you love.

 

Our wealth management services include:

Contact our wealth management office in Newport Beach to meet with a KAR wealth manager. Our onboarding process involves a holistic, comprehensive examination of your particular financial situation and your specific goals. We’ll help you lay a strong foundation for your and your family’s future with a plan that is tailored to you.

 

Let’s get started.

23 Corporate Plaza Dr #150, Newport Beach, CA 92660

(800) 231-7414

Our Newport Beach Wealth Management Team

I recently played with big-cat cubs. I need a new bucket list item.Learn more.

Randy Allen

Senior Wealth Advisor
I have been all over the world on bicycle.Learn more.

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee

Ready to schedule a consultation? Let us know the best way to reach you and a wealth advisor will be in touch.