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Emerald Wealth Management, Inc.

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Financial Planner·Today: 9:00 AM to 4:00 PM·Newport Beach, CA

5000 Birch Street

Newport Beach, CA 92660

(714) 337-5434

Website iconwww.emeraldwealthmgmt.com


About this business

Emerald Wealth Management, Inc. is a comprehensive, multidisciplinary, multigenerational organization of Investment Advisors, Estate Planning Attorneys, Certified Public Accountants, and Risk Mitigation Specialists. We know that your business, personal retirement, and estate assets affect one another, so we emphasize on coordinating all elements of your financial picture into a cohesive plan that emphasizes risk management and protection planning. From the initial stages of starting a family and establishing a business, to succession planning and retirement programs, our team works with you to build and protect your wealth.

Products and Services

Estate Planning, Life Insurance, Investment Strategies, Financial Planning, Retirement Planning


Mon 9:00 AM to 4:00 PM
Tue 9:00 AM to 4:00 PM
Wed 9:00 AM to 4:00 PM
Thu 9:00 AM to 4:00 PM
Fri 9:00 AM to 4:00 PM
Sat Closed
Sun Closed

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