Concierge Wealth Management Group

Concierge Wealth Management Group, based in Irvine, California, offers proactive wealth management solutions for affluent individuals and families in the greater Orange County area, as well as Los Angeles and San Diego. Specializing in working with affluent clients approaching or living in retirement, the firm's team of wealth advisors aims to assist clients in successfully navigating retirement while managing their portfolios to capitalize on market growth while minimizing losses.

Founded by Steve Henningson, who brings over 20 years of Wall Street experience from Smith Barney, Concierge Wealth Management Group prioritizes proactive wealth management strategies to help clients safeguard their assets and mitigate risk during retirement. The company's independent status underscores its commitment to the belief that clients are loss averse rather than risk averse. Recognizing the busy nature of its clientele, the firm emphasizes the importance of trust in asset management and retirement planning. This personalized approach is facilitated through serving a limited number of clients and fostering long-term relationships with each individual.

For more information about Concierge Wealth Management Group, please visit http://www.conciergewmg.com/. The company is located at 15615 Alton Parkway, Suite 450, Irvine, CA 92618, United States.

Concierge Wealth Management Group operates within the Financial Services industry and was founded in 2014. The company's investment and investor details are not currently available.

Securities and advisory services are provided through Cetera Advisor Networks LLC, operating as CFGAN Insurance Agency in California, and is both a broker/dealer and a Registered Investment Advisor, as well as a member of FINRA and SIPC. Investment advisory services are also offered through CWM, LLC, an SEC Registered Investment Advisor. It's important to note that Cetera Advisor Networks LLC is an entity separate from any other named entity. The views expressed in third-party posts on the company's profile do not represent the perspectives of Cetera Advisor Networks or CWM, LLC and have not been reviewed for accuracy or completeness by either entity.