Flatrock Wealth Partners

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.