Wealth Management Newport Beach
450 Newport Center Drive, Suite 280, Newport Beach, CA 92660
T: 949-891-0039
Our Newport Beach wealth advisors help cultivate the success you’ve worked so hard to achieve.
Our dedicated team of investment advisors brings an unparalleled range of experience to ultra-high-net-worth clients throughout Orange County from our office in Newport Beach.
Contact Our Newport Beach Team
Unlock our expertise and access.
Substantial wealth comes with unique complexity. It doesn’t fit neatly into
model investment portfolios and standardized financial plans. Unlike retail financial advisory firms, Caprock won’t assign you a category or plan based on risk profiles or time horizons.
Caprock’s team of registered investment advisors (RIA) in Newport Beach offer a higher level of wealth management based on what’s most important to you. You will have a team that fully understands the complexities of your wealth while being completely in tune with your family’s vision and needs. Our multi-family office services bring high-net-worth clients throughout Orange County incredible access to public investing and highly sought-after private investment opportunities, including impact investing options that align with your values and goals.
Who We Serve
We are proud to provide family office services for a select group of ultra-high-net-worth individuals and their families with diverse needs, including:
Founders and executives who have built and/or exited private companies.
General partners and fund managers from venture capital, private equity, real estate, and public equity sectors.
Families and foundations focused on innovative solutions to environmental
and social impact.
Professional athletes and high-profile entertainers.
Fourtune 50 senior executives, public company board members, members of the U.S. Congress, the Federal Reserve, and Governors.
Multi-generational families with multiple entities and legacy planning needs.
Awards & Recognitions
We are proud to serve Southern California’s high-net-worth individuals and families through our award-winning multi-family office.
Barron’s Top 100 RIA Firms
2022 • 2023 • 2024 • 2025
Financial Advisor Magazine America’s Top RIA Firms Annual Survey
2023 • 2024 • 2025
Wealth Solutions Report Exemplar Awards Family Office of the Year
2024
USA Today Best Financial Advisory Firms
2024 • 2025
