Located in Irvine, California, Concierge Wealth Management Group provides proactive wealth management for affluent individuals & families in the greater Orange County area, as well as Los Angeles and San Diego. Working with affluent individuals and families approaching or living in retirement, Concierge Wealth Management Group’s team of wealth advisors seeks to help clients successfully live in retirement, & manage their portfolios so they can participate in the upside of the markets while avoiding large losses.
With more than 20 years of Wall Street training & experience with Smith Barney, Steve Henningson, Founder & Partner and Wealth advisor, founded Concierge Wealth Management Group with the goal of providing proactive wealth management strategies that would help clients preserve their assets & reduce risk as they live in retirement. The independent firm follows the belief that their clients are loss averse, not risk averse. They understand that many clients are busy and want a firm they can trust to manage their assets & help them plan for retirement. Concierge Wealth Management Group seeks to address this by working with a limited number of clients & building a long-lasting relationship with each one.
Learn more about Concierge Wealth Management Group by visiting http://www.conciergewmg.com/.
15615 Alton Parkway, Suite 450, Irvine, Ca 92618, United States
Securities and advisory services offered through Cetera Advisor Networks LLC, (doing business in CA as CFGAN Insurance Agency), a broker/dealer & a Registered Investment Advisor, Member FINRA/SIPC. (www.finra.org & www.sipc.org) Investment advisory services also offered through CWM, LLC an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC & have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 15615 Alton Parkway,
- Phone
- 949-271-6580
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- conciergewmg.com
- Keywords
- Financial Services, Financial Planning, Financial Advisory, Investment Advisory, Investments, Private Wealth Management, Life & Health Insurance.
- HQ
- Irvine, Ca
Concierge Wealth Management Group Questions
Concierge Wealth Management Group's helpline number is 949-271-6580
Concierge Wealth Management Group's website is conciergewmg.com
Concierge Wealth Management Group's LinkedIn profile is https://www.linkedin.com/company/concierge-wealth-management-group
Concierge Wealth Management Group has
2 employees.
View email and phone details for 2
employees at Concierge Wealth Management Group.
Concierge Wealth Management Group's industry is
Financial Services
Concierge Wealth Management Group's top competitors are
Tidecrest Wealth Management, Llc,
Concierge Wealth Management Inc Canada,
Owl Wealth Management, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc..
Concierge Wealth Management Group's categories are Financial Services
Concierge Wealth Management Group's founding year is 2014
