About
Who We Are
Get to know Knightsbridge and the values that guide everything we do. This overview introduces our team, our philosophy, and our commitment to long-term relationships built on trust.
How We Work With You
Learn how Knightsbridge partners with clients throughout every stage of the relationship, from our process to what you can expect when working with our team.
Knightsbridge Mission and Core Values
Knightsbridge Wealth Management’s north star and mission is to build a firm where we’d be happy to recommend our own family members as full-fee-paying clients. We do this by living out each of our core values.
Honorable
Always do what’s best
for the client
Excellence
Pursue excellence
in everything
Progress
Continuously adapt
and improve
Community
Treat our employees and
each other well
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.
Our Proven Process for Engaging Clients
Click to Explore Each Step
