Concierge Wealth Management Group
Financial Services - , California, United States
Concierge Wealth Management Group Employees
Concierge Wealth Management Group Details
Located in Irvine, California, Concierge Wealth Management Group provides proactive wealth management for affluent individuals and 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, and 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 and experience with Smith Barney, Steve Henningson founded Concierge Wealth Management Group with the goal of providing proactive wealth management strategies that would help clients preserve their assets and 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 and help them plan for retirement. Concierge Wealth Management Group seeks to address this by working with a limited number of clients and 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 Investment Advisory Services offered through Cetera Advisor Networks LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.
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