VERNON

We offer a complete range of financial services for the high net worth investor located in and around Newport Beach, California. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pursue both short- and long-term objectives while navigating a complex market environment... We are committed to delivering financial services of value to a select and limited group of clients, acting as their agent. We want to be client-driven, and the financial advisor relationship means that our first allegiance has to be to the client. We should eliminate any incentives that conflict with the welfare or interest of the client... The Vernon Wealth Management Group's purpose is to positively support, develop, and enable our clients' lives.

Also known as: Vernon Wealth Management Group

Primary location: Newport Beach United States