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Erik Nelson Email
Regional Director Wealth Planning, West Region . Corient Capital Partners
Newport Beach, CA
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Employees:
785Revenue:
$230.8MAbout
Headquartered in Newport Beach, California, Corient Capital Partners is a privately owned, independent wealth management firm that focuses exclusively on a select number of ultra-affluent individuals, their families and their companies. We offer customized investment strategies and dedicated attention to clients who seek to create an enduring legacy through the alignment of their financial strategies and their values. We are committed to providing sophisticated, customized investment solutions, the advice you need to confidently make important financial decisions, and the personal attention that your lifestyle deserves. Being an independent firm creates substantial benefits for Corient's clients. Since we are employee-owned, we are not inhibited by the bureaucracy of working for a large financial services corporation. We are not sellers of services and products, but, in fact, we are buyers of best-in-class solutions, investments and resources, all on behalf of our clients. We have access to a full array of investment offerings from all financial services providers with complete objectivity and transparency. Corient's senior partners have the experience and knowledge to help you sustain your lifestyle through the innovative but prudent management of your assets and liabilities, with the ultimate goal of building and preserving your legacy. We utilize a customized, goals-based wealth management style developed over decades that provides personal attention and insightful guidance designed to align your financial strategies with your personal values.Corient Capital Partners Address
500 Newport DriveNewport Beach, CA
United States