Our Wealth Management Services in Newport Beach

For 240 years BNY Wealth has helped successful individuals and families build, manage and sustain their wealth across generations and market cycles. Our Active Wealth approach is grounded in a deep understanding of our clients. For each client, we craft a customized approach around five essential wealth practices: invest, borrow, spend, manage and protect that empowers our clients to confidently navigate the unpredictable and unexpected.

The professionals in our Newport Beach office offer more than 200 years of combined industry experience. The office provides a broad range of wealth management services, with a focus on business owner transitions, family law, and inherited wealth. In fact, over 70% of the office’s top 100 clients are former business owners who turned to us for transition planning. The team holds numerous advanced financial planning degrees, with specializations in tax, estate, investment, divorce and business transition/exit planning.

Contact

Office Phone:
(949) 397-2439

Address

1600 Newport Center Drive
Suite 200
Newport Beach, CA 92660

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Office Hours

Mon - Fri: 8:30 AM-5:00 PM PT

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IN THE NEWPORT BEACH COMMUNITY

Free Wheelchair Mission

Helping community partners is a priority at BNY Wealth. The Newport Beach office is actively engaged in the local community, donating their time and resources to organizations that are important to clients and team members, such as the Free Wheelchair Mission. The Free Wheelchair Mission is a non-profit that designs and manufactures cost-efficient, durable wheelchairs for developing countries and provides the gift of mobility to people with disabilities around the world.

In collaboration with a network of like-minded partners like BNY Wealth, Free Wheelchair Mission has distributed more than 1.4 million wheelchairs to people living with disabilities in 95 developing countries around the world, providing renewed dignity, independence, and hope through the gift of mobility, at no cost to the recipient.

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ACTIVE WEALTH

Our comprehensive Active Wealth framework helps you sustain and build wealth in the shifting market environment. Learn how to implement a dynamic approach to wealth management that consists of investing, borrowing, spending, managing taxes and costs, and protecting wealth for future generations.

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OUR SOLUTIONS IN NEWPORT BEACH

Wealth Management for Individuals & Families

Our Active Wealth approach helps our clients achieve long-term financial success that stretches across market cycles and spans generations. Our support empowers our clients to stay focused on what’s important to them and confidently navigate the unpredictable and unexpected.

Private Banking

Benefit from a personalized approach to your banking and credit needs, integrated with your wealth management strategy that reflects your unique tax, financial and personal circumstances.

Global Family Office

With over 50 years of tailored investment solutions, BNY Wealth Global Family Office offers unparalleled wealth management and family office services.

Trusts & Estate Planning Services

Access trust planning, consultation, implementation, administration and more through the fiduciary services of the bank that created one of the nation’s first trusts. We also offer the requisite resources and expertise to ensure estates are managed to maximize value, while minimizing the burden on family and heirs.

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