Prattes Wealth Partners
✓ VerifiedInsurance Agency
📍 newport beach, CA, 92660-6400
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About
Our firm is based in the picturesque and bucolic city of Newport Beach, Calif. Newport Beach is the richest of the 34 cities comprising Orange County. Wealth management is a particularly popular pursuit in this high-income locale. An online directory lists almost 1,200 wealth management firms in Newport Beach.Many of the world’s biggest banks offer investing advice in Orange County. They serve high-net-worth individuals with wealth management, financial planning, and portfolio management. They include some of the biggest names in global finance—JP Morgan Chase, Citigroup, UBS, Bank of America, Wells Fargo and Goldman Sachs. They are too big, though, to provide the personalized service that the clients of Prattes Wealth seek in investing, in Orange County and Newport Beach and beyond. In Orange County, our neighbors often are wealth advisors. They can be the most demanding clients of all.
Location
📍 newport beach, CA, 92660-6400
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