Fiduciary Financial Advisor Serving Irvine
Independent, fee-transparent wealth management for Irvine professionals, families, and business owners.
Irvine families and business owners work with Pacific Point Wealth Management for one reason: fiduciary advice with a human face. We're an independent firm serving Orange County and Southern California, your interests first, always, backed by transparent AUM-based fees.
Whether you're weighing your first advisor relationship or your fifth, the questions Irvine clients bring us are usually the same: Am I saving enough? Is my portfolio actually built for my goals? What happens to my business, and my family, when I step back? Those are exactly the questions the Pacific Point Compass™ process was built to answer.
ZIP codes we serve in Irvine: 92602, 92603, 92604, 92606, 92612, 92614, 92616, 92617, 92618, 92619, 92620, 92623, 92650, 92697, 92709, 92710, 92713, 92714, 92715, 92716, 92717, 92718, 92730
How We Help Irvine Clients
Financial Planning
A well-grounded plan goes beyond saving and investing, it considers insurance, tax, estate, and retirement planning, reviewed regularly so you stay on track.
Retirement Planning
Define your retirement vision, model different scenarios, and build a strategy to accumulate and protect the assets you'll need.
Investment Planning
Align your portfolio with your goals, risk-comfort, and time-horizon, managed with discipline and transparency.
Business Exit & Succession
For owners and advisors: understand what your business may be worth, prepare it for sale, and plan what comes after.
Irvine FAQs
Do you work with clients in Irvine?
Yes. Pacific Point Wealth Management serves clients throughout Orange County from our Carlsbad, CA headquarters, meeting in person or virtually, whichever works better for you.
Do I need millions to work with you?
No. Many of our clients start with $50K or less. The key is starting now.
Are you fiduciaries?
Yes, legally and ethically required to put your interests first. No commissions, no gimmicks, no sales pressure.
What do you charge?
We charge a transparent percentage of assets under management, no hidden commissions or kickbacks. You’ll always know what you’re paying, and why.
Nearby:
Newport Beach · Santa Ana · Laguna Niguel · Dana Point · Tustin · All locations
Own a Business in Irvine?
Get an educational estimate of what it may be worth, then talk it through with a fiduciary.