ServicesOC Wealth Advisors is a full service financial consulting firm based in Irvine, California. We offer a complete package of services custom tailored to the needs of our clients. We service individuals, families, businesses, endowments and everything in between. We focus on personal relationships that cement the bond between our clients and advisors to help foster the trust and commitment required to build a lasting and mutually beneficial partnership.
Although there is no limit to the scope of financial consulting, here is a brief list of the services that our financial representatives provide:
Every client we serve has a unique set of needs that have to be addressed. There is no standard plan that works for everyone. We take the time to thoroughly interview each client and understand what makes sense for them taking into account their time horizon, risk tolerance and overall objectives. We then implement a plan, continuously evaluate the progress and enhance the plan in order to address the changing economic environment, tax codes and their personal situation.
Financial planning is not an exact science and having a financial plan does not guarantee that you will attain all of your goals. A financial plan is a roadmap that helps guide you and identify the areas of planning that you may not necessarily think about at first. We pride ourselves on our ability to think outside the box and develop creative, tax efficient strategies that will help to keep crucial financial decisions and strategies in the forefront of your life.