Flatrock Wealth Partners
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
4041 Macarthur Blvd Ste 400, Newport Bea...Website
www.flatrockwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Flatrock Wealth Partners
Flatrock Wealth Partners is a fiduciary financial advisory firm based in Newport Beach, CA, founded by experienced professionals from the institutional investing sector. The firm specializes in comprehensive financial planning and investment management services tailored for high-net-worth families, focusing on the entirety of their balance sheets. Flatrock employs an All Seasons investment philosophy to ensure resilience across various economic conditions while prioritizing after-tax outcomes. Their core values include alignment, humility, discipline, servanthood, and impact, emphasizing that clients' wealth should serve their families' needs.Explore more
Flatrock Wealth Partners Org Chart
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Flatrock Wealth Partners is a fiduciary financial advisory firm based in Newport Beach, CA, founded by experienced professionals from the institutional investing sector. The firm specializes in comprehensive financial planning and investment management services tailored for high-net-worth families, focusing on the entirety of their balance sheets.... Read More
