Nuveen Newport Beach

Founded in 1997, Liberty Group is an independent investment advisor serving pre-retirees and retirees to help achieve their dream retirements. Liberty Group serves individuals and families throughout Orange County and Southern California. In addition to investment services, wealth management and financial planning, Liberty Group also offers Estate Planning and Tax Planning.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Newport Beach, CA area, Michael Schmitt will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Rodriquez Wealth Management is a highly personalized multi-family office solution based in Newport Beach, CA. With a focus on preserving, growing, and transitioning wealth, their dedicated team offers extensive knowledge and experience to build client confidence. They provide a transparent process that prioritizes client interests and offers the capabilities, resources, and network to make their lives easier. Backed by one of the largest US-based financial institutions, Rodriquez Wealth Management offers the best of both worlds - the balance of an independent boutique office and the resources of a major financial institution. Through their integrated wealth planning process, Rodriquez Wealth Management helps clients prioritize goals, establish proper asset allocation, address risk, and assess estate and charitable planning strategies. Their team shares clients' visions, earns their trust, and works diligently to help them achieve their financial goals.Generated from the website