Emerald Wealth Management, Inc.
(800) 228-6647
5000 Birch St suite 3000 Suite 3000, Newport Beach, California, 92660
Business hours
Monday | 8:00am to 5:00pm |
Tuesday | 8:00am to 5:00pm |
Wednesday | 8:00am to 5:00pm |
Thursday | 8:00am to 5:00pm |
Friday | 8:00am to 5:00pm |
About us
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.