Emerald Wealth Management, Inc.

CONNECT

Address:

5000 Birch St, Ste 3000
Newport Beach, CA 92660

Phone:

800-228-6647

About Us

Our Firm  - Comprehensive, Multidisciplinary, Multigenerational, Wealth Management Organization

Emerald Wealth Management, Inc. (EWM) provides innovative approaches that help individuals and businesses develop consolidated, comprehensive financial plans.  We are nationally recognized as one of the premier organizations providing advanced financial planning strategies for its clients and advisors.  As a result, we have gained the reputation of being a "problem solver" firm.  Over many years we have been helping successful families and business owners develop creative and integrated solutions to their financial concerns.  We know that your business, personal retirement, and estate assets affect one another, so we emphasize on coordinating all elements of your financial picture into a cohesive plan that emphasizes risk management and protection planning.

From the initial stages of starting a family and establishing a business, to succession planning and retirement programs, our team works with you to build and protect your wealth.  We believe our unique, problem-solving approach to wealth management translates into smart and practical strategies that help meet each stage of your life's evolving objectives.

 

Areas of Speciality

Circumstances today require veteran knowledge and experience.  The team of associates at EWM not only has the experience, but also the resources to provide our clients with the necessary means to carry out more sophisticated planning opportunities.  Such opportunities include:

  • Investment Planning
  • Customized Asset Management
  • Estate & Financial Planning
  • Retirement Income Planning
  • Tax Planning
  • Business Start-up & Succession Planning
  • Risk Management Planning
  • Executive Benefit Planning
  • Private Pension Planning
  • Personalized Bookkeeping Services