Oc Wealth Advisors

OC Wealth Advisors is a full service financial consulting firm based in Irvine, California. We offer a complete package of services custom tailored to the needs of our clients. We service individuals, families, businesses, endowments and everything in between. We focus on personal relationships that cement the bond between our clients and advisors... to help foster the trust and commitment required to build a lasting and mutually beneficial partnership. Although there is no limit to the scope of financial consulting, here is a brief list of the services that our financial representatives provide: Financial Planning We develop and implement financial plans for our clients utilizing our knowledge of investment and tax savings strategies, securities, insurance, pension plans, and real estate. We interview each client to get an overall picture of their financial health and goals before implementing a customized plan based on the data collected. The plans are continuously reviewed and updated to make sure they remain relevant and valid as situations change. This is the foundation to working toward generating, preserving and passing on your wealth. Business owners have a tremendous amount of responsibility to themselves and their staff. It is imperative that you have a team of qualified advisors that can help guide you in making critical decisions for your business without crippling your finances. We develop qualified and non qualified retirement plans, insurance plans and optional benefit plans to help you operate efficiently and provide the services necessary to retain your staff. We offer financial planning for executives and educational programs as part of your business planning package. Each scenario is different and customized to fit your needs. Today, the onus is put on individuals to secure their retirement for themselves. We can no longer rely on pensions or social security to see us though. Your hard earned retirement dollars are a precious asset and we will consolidate them for you and manage them as ...Read More