Newport Beach, California

Westshore Wealth is an independent, fee-only wealth management firm serving high-net-worth individuals, families, business owners, and executives throughout Newport Beach, Orange County, and Southern California.

As a fiduciary wealth management firm, we provide personalized investment management, comprehensive financial planning, retirement planning, and coordination of tax-efficient and estate planning strategies.

Our independent approach allows us to develop customized wealth management strategies designed around each client’s financial circumstances, long-term objectives, and family priorities.

With an office in Newport Beach, California, Westshore Wealth serves clients throughout Orange County, including Newport Beach, Irvine, Costa Mesa, Laguna Beach, Huntington Beach, and surrounding communities.