Choosing the right investment firm is a crucial step toward securing long-term financial well-being. Whether you’re focused on growing your portfolio, planning for retirement, or exploring innovative investment strategies, a seasoned financial advisor can offer the expertise and clarity you need in today’s ever-changing market.
For individuals and businesses in Irvine, the firms listed below are recognized for their tailored financial solutions, unwavering commitment to fiduciary responsibility, and comprehensive knowledge of the local and regional economic landscape.
1. Irvine Capital Group
2. Bascom Holdings
3. Sunstone Management
4. Irvine Wealth Management
5. Infinite Wealth Financial & Insurance Services
6. Irvine Advisors LLC
7. Mitchell Anthony Capital Management
8. Masciorini Financial Consulting Group of Wells Fargo Advisors
9. The KFK Group
10. Anfield Capital Management LLC
Irvine Capital Group
Irvine Capital Group is a business consulting and investment firm based in Irvine, California. The company specializes in providing strategic support to entrepreneurs and small businesses, leveraging its extensive experience and network to foster growth and operational efficiency.
Irvine Capital Group adopts a hands-on approach to business development, offering more than just financial capital. The firm provides intellectual and networking capital, emphasizing the importance of collaboration and shared expertise in building successful enterprises.
Address: 100 Spectrum Center Dr 9th Floor Ste 23, Irvine, CA 92618
Phone: 19499100484
Email: [email protected]
Website: https://www.irvinescapital.com/
Bascom Holdings
Bascom Holdings is a private investment firm based in Irvine, California, specializing in acquiring majority stakes in businesses and real estate assets with significant growth potential. The firm primarily targets companies generating between $2 million and $30 million in annual revenue, as well as real estate properties valued at $5 million and above. Since its inception in 1996, Bascom has completed over $21 billion in multifamily value-added transactions and has funded or acquired majority interests in several other businesses.
Address: 26 Corporate Park #200, Irvine, CA 92606
Phone: 19499550888
Email: [email protected]
Website: http://bascomholdings.com/
Sunstone Management
Sunstone Management is a diversified private capital firm based in Irvine, California. Established in 2015, the firm specializes in early-stage investments in technology and services sectors, focusing on scalable and innovative solutions. Sunstone Management is actively seeking new investments and offers a range of services, including venture capital, growth capital, and impact investing. The firm emphasizes a founder-focused approach, providing both capital and technical assistance to diverse entrepreneurs passionate about solving complex problems.
Address: 18881 Von Karman Ave #500, Irvine, CA 90831
Phone: 19497711764
Email: [email protected]
Website: http://www.sunstoneinvestment.com/
Irvine Wealth Management
Irvine Wealth Management is a full-service financial planning and wealth management firm based in Irvine, California. Founded in 2014, the firm specializes in retirement planning and offers a comprehensive range of financial services to individuals, families, professionals, executives, and business owners. Their mission is to help clients achieve their financial goals through informed decision-making and long-term planning
Address: 9870 Research Dr, Irvine, CA 92618
Phone: 19497881828
Email: [email protected]
Website: http://www.irvinewealthmanagement.com/
Infinite Wealth Financial & Insurance Services
Infinite Wealth Financial & Insurance Services is a comprehensive financial planning firm based in Irvine, California. Founded by Abbass Agahi, the firm specializes in creating personalized financial roadmaps that integrate investment management, estate planning, business succession strategies, and insurance solutions. Their approach emphasizes aligning clients’ financial goals with their personal values and long-term aspirations.
Address: 9940 Research Dr # 200, Irvine, CA 92618
Phone: 19498256030
Email: [email protected]
Website: http://www.irvineadvisorsllc.com/
Irvine Advisors LLC
Irvine Advisors LLC is a financial advisory firm based in Irvine, California, specializing in alternative investment strategies, particularly for accredited investors. The firm offers a range of investment opportunities, including Delaware Statutory Trusts (DSTs), 1031 exchanges, real estate funds, and Opportunity Zone Funds. Their approach focuses on providing tailored solutions to meet clients’ goals for income, capital appreciation, and diversification.
Address: 800 N Shoreline Blvd Suite 1210, Corpus Christi, TX 78401
Phone: 13618668466
Email: [email protected]
Website: http://www.crugerfinancial.com/
Mitchell Anthony Capital Management
Mitchell Anthony Capital Management (MACM) is an independent, fee-only Registered Investment Adviser (RIA) based in Irvine, California. Formerly known as Concord Investment Counsel, MACM has been delivering superior investment results for nearly 30 years.
MACM provides a range of financial services tailored to individual client needs:
Investment Management: Specializing in tactical investment management, MACM offers dynamic asset allocation strategies with a focus on long-term outperformance and risk management.
Financial Planning: Collaborating with third-party financial planners, MACM assists clients in achieving financial peace of mind by organizing their financial affairs.
Trust & Estate Planning: Through a network of attorneys and professionals, MACM guides clients in addressing their trust and estate planning needs.
Address: 9259 Research Dr, Irvine, CA 92618
Phone: 19498524100
Email: [email protected]
Website: https://mitchellanthonycapital.com
Masciorini Financial Consulting Group of Wells Fargo Advisors
Masciorini Financial Consulting Group is a fee-based, fiduciary wealth management team affiliated with Wells Fargo Advisors, based in Irvine, California. Led by father-son duo Michael and Jordan Masciorini, the group specializes in retirement planning, investment management, and personalized financial strategies for individuals and families.
Address: 530 Technology Dr Suite 100, Irvine, CA 92604
Phone: 19498683355
Email: [email protected]
Website: https://masciorini.net/
The KFK Group
The KFK Group is a full-service financial planning and investment advisory firm based in Irvine, California. Founded in 2010 by Kate Fox King, a Certified Financial Planner (CFP®), the firm specializes in providing personalized wealth management services to individuals and families. As an independent advisory firm, The KFK Group offers a customized approach to financial planning, focusing on each client’s specific situation and goals .
Address: 717 Everhart Rd, Corpus Christi, TX 78411
Phone: 13618839333
Email: [email protected]
Website: http://www.thekfkgroup.com/
Anfield Capital Management LLC
Anfield Capital Management is an institutional-quality investment management firm headquartered in Irvine, California. Founded in 2009 by David Young, CFA, the firm specializes in providing outsourced investment solutions for financial intermediaries, including Registered Investment Advisors (RIAs), broker-dealers, and financial institutions. With nearly 250 years of combined investment experience, Anfield Capital offers a range of services designed to augment the investment capabilities of its partners.
Address: 19900 MacArthur Blvd, Irvine, CA 92660
Phone: 19498910600
Email: [email protected]
Website: http://anfieldcapital.com/
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