📍 8001 Irvine Center Dr Ste 980, Irvine, CA, 92618
📞 949-727-3422
Locally owned and operated. See us for all your needs.
📍 26501 Rancho Pkwy S Ste 102, Lake Forest, CA, 92630
📞 949-420-0371
🌐 fpgonline.com
📍 16520 Bake Pkwy Ste 100, Irvine, CA, 92618
📞 877-829-9227
📍 8105 Irvine Center Dr 9th Fl, Irvine, CA, 92618
📞 949-272-5700
🌐 www.weydertwealth.com
Weydert Wealth Management, LLC is a fee-only registered investment advisory firm located in Irvine and Mission Viejo, California. Our mission is to create and protect the ideal environment for you to live a life of increased significance. Our quotes and contributions regularly appear in The Wall Street Journal, The New York Times, US News & World Report, BusinessWeek, The Chicago Tribune, Smart Money, Kiplinger's Personal Finance and many others. We specialize in providing portfolio management and retirement income planning solutions to a select group of retirees and small business owners who understand the value of a scientific approach to money management. We believe in education, not speculation. Our clients typically have at least $1,000,000 in net worth or $150,000 in annual income. We typically charge a flat-fee retainer based on either net worth or portfolio size starting at under 1%. For smaller clients we provide review services on a reduced fee or pro bono basis as an alternative to the broker-dealer world. Our academically rigorous investment philosophy takes advantage of the dimensions of risk that drive market returns and takes the guesswork out of investing. We use economic science not hunches or guesses to capture what the market has to offer so that you can sleep better at night as you move toward your goals. It all begins with education. The following exchange between the Orange County Register and Nobel-Prize winning economist Daniel Kahneman summarizes the vast body of investment research that we use to educate clients: "Question: So investors shouldn't delude themselves about beating the market? Answer: They're not going to do it. It's just not going to happen." By coordinating the matrix of issues that make up your financial plan we reduce taxes, control risk, and improve risk-adjusted returns, while also removing you from the high-cost, transaction-based world of the broker-dealer. In many cases, our world-class wealth management services cost tens of thousands of dollars less each year than the opaque, transaction-based model used at banks and brokerages. If you're interested in cutting through the data-overload, conflicting opinions, and confusing advice that dominate the media... if you want help simplifying your life and replacing misinformation with real solutions, then contact us to learn more about how we can help you finally be at ease with your money.
📍 15707 Rockfield Blvd Ste 125, Irvine, CA, 92618
📞 949-916-2660
📍 PO Box 2507, Mission Viejo, CA, 92690
📞 800-584-5802
🌐 www.greatochomedeals.com
Our "$500 Down & You’re In" program has helped scores of people to get into their own OC home! No credit verification- no huge amount of cash necessary
📍 23591 El Toro Rd Ste 270, Lake Forest, CA, 92630
📞 949-768-3310
📍 5392 Walnut Ave, Irvine, CA, 92604
📞 949-552-4752
Locally owned and operated. See us for all your needs.
📍 8841 Research Dr Ste 100, Irvine, CA, 92618
📞 949-769-6059
📍 Serving Your Area, Irvine, CA, 92602
📞 949-387-2450