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Every recommendation we make is based solely on helping you achieve your personal life goals.
We are experienced investment professionals dedicated to building deep relationships with our clients based on trust and mutual respect.
As an independent, 100% employee-owned firm, we do not earn commissions for selling financial products on behalf of any parent financial institution. We simply provide you with personalized and unbiased financial advice.
Working with a boutique firm, you have direct access to the people making the investment decisions. Our personal money is always invested alongside yours. Our job is to make it as easy as possible to get your money working for you, by setting up accounts and choosing the investments we would choose for ourselves. We also advise you on all your financial affairs: initiating retirement plans for your business, recommending 401k options, developing sustainable spending plans, etc.
Knightsbridge Wealth Management is headquartered in Newport Beach, CA, and has a history of helping individuals and families achieve their financial goals for over 20 years.
The Knightsbridge Difference
Integrity
As fiduciaries we take the responsibility of managing money very seriously and always act in our clients’ best interests.
Thought Leadership
We provide access to unique investment ideas and a view into our most current thought processes.
Access
You'll have direct access to the investment decision-makers for your portfolio. We're responsive, communicative, and transparent.
Alignment
We don’t invest client money anywhere that we don’t invest ourselves. We invest alongside you.