Flatrock Wealth Partners was started by two 25-year veterans of the institutional investing ecosystem who sought to create a comprehensive wealth management solution for their own families. Based in Newport Beach, the firm provides comprehensive financial planning and investment management services to a select group of high-net-worth families. Flatrock emphasizes the entirety of a family’s balance sheet in crafting a resilient, "Total Wealth Strategy". The firm’s investment philosophy centers on an “All Seasons” approach that offers resiliency across a wide variety of economic environments and a relentless focus on after-tax outcomes.
Flatrock Wealth Partners is a registered investment advisor. Flatrock provides investment advisory and related services for clients nationally. Flatrock will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at www.flatrockwealth.com.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 4041 Macarthur Blvd,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- https://flatrockwealth.com
- Keywords
- Wealth Management, Financial Planning, Tax Efficient Investing, Custom Indexing, Investment Management, All Seasons, Risk Management, "Whole Picture" Investing, Alternative Investments, Asset Allocation.
- HQ
- Newport Beach, CA
Flatrock Wealth Partners Questions
Flatrock Wealth Partners's website is https://flatrockwealth.com
Flatrock Wealth Partners's LinkedIn profile is https://www.linkedin.com/company/flatrock-wealth-partners
Flatrock Wealth Partners has
4 employees.
View email and phone details for 4
employees at Flatrock Wealth Partners.
Flatrock Wealth Partners's industry is
Investment Management
Flatrock Wealth Partners's top competitors are
Elena Partners,
Kognix Ai,
Rayliant,
Facefirst,
Pacific Capital Associates,
Cfa Society Tucson,
Pimco,
Research Affiliates,
Pacific Capital,
Socratic Better Wealth.
Flatrock Wealth Partners's categories are Investment Management
Flatrock Wealth Partners's founding year is 2022
