Knightsbridge Wealth Management - Newport Beach, California

Knightsbridge Wealth Management

Knightsbridge Wealth Management es una empresa de gestión de patrimonio con sede en Newport Beach, California, Estados Unidos.

La empresa se encuentra ubicada en Address: 450 Newport Center Dr # 630, Newport Beach, CA 92660, United States.

Podrás contactarles por teléfono en 9496444444 o visitar su sitio web en knightsb.com.

Especialidades

La especialidad principal de Knightsbridge Wealth Management es la gestión de inversiones.

• Investment service

Otros datos de interés

La empresa ofrece servicios en línea, como citas programadas en línea, y servicios en ubicaciones físicas.

Además, la empresa cuenta con un estacionamiento para vehículos con acceso ruedas trancadas y una entrada accesible para personas con discapacidad.

Opiniones

Esta empresa tiene 6 reseñas en Google My Business.

Según los usuarios, la empresa tiene una 5/5 media de opinión.

Los clientes expresan su satisfacción con la atención al cliente, la transparencia y la generación de rendimientos superiores a la media del mercado.

Algunos clientes destacan la calidad de la atención y la capacidad de la empresa para ofrecer soluciones personalizadas.

Características

Knightsbridge Wealth Management cuenta con una variedad de características que la distinguen de otras empresas de gestión de patrimonio.

Entre estas características se incluyen:

• Análisis y perspectivas de mercado
• Ideen innovadoras y soluciones personalizadas
• Transparencia y comunicación abierta
• Atención al cliente excepcional

Ubicación

La sede de Knightsbridge Wealth Management se encuentra en 450 Newport Center Dr # 630, Newport Beach, CA 92660, United States.

👍 Reviews of Knightsbridge Wealth Management

Daniel G.

5/5

Knightsbridge is one of the top wealth management firms I've ever worked with. The firm's commitment to their clients is second to none and their performance in the market is extraordinary. Their analysis, insight, and ingenious ideas have kept my portfolio far ahead of the averages and have generated far higher returns than any of my ETF without much additional risk. I'm especially a fan of their quarterly newsletters and overall transparency. They are a top notch firm and have more than earned my trust and business.

Renee S.

5/5

My husband and I, as well as my husband's law firm, have been investing with Knightsbridge Wealth Management for several years. And they deliver! They are incredibly knowledgeable of market trends and make smart, calculated investment decisions on our behalf with a personalized approach truly understanding our financial goals. It can be nerve wracking to trust your hard-earned money in the hands of someone else but I don't have one ounce of hesitation investing with them. Kurt (our point of contact) has a breadth of experience including working at Pacific Investment Management Company (PIMCO) and leverages it when managing his clients' portfolio. Not only is he incredibly smart, he is very trustworthy and provides unparalleled service. Whenever I call or email him with a question, he is prompt to respond and goes the extra mile explaining things with my best interest in mind. I really cant say enough good things about Knightsbridge and the experience we've had. And I know we will continue to invest with them for decades to come.

Alex

5/5

My family and I have invested with Jeff and Kurt for many years. Their market knowledge, track record, engagement with clients is second to none. They have been able to understand our financial goals as they've evolved over the years and have acted with a steady hand on our behalf to protect assets in times of uncertainty. We look forward to a continued relationship with them in years to come and recommend them to anyone looking for the sophistication of a larger firm and the client service of a smaller one.

Alli C.

5/5

Wow! I loved the staff. The company is great too, helped me manage my money and I earned a lot. Although small, they were still top quality. Very responsive. The staff seems to take your calls even after hours! I personally had the chance to work with Kurt Beimford and John Prichard, and also got to meet Miles Yourman. Great personalities and very helpful. Erica Berger and Teresa Wagner greet you at the office and they are always very cheerful. Ivan Lee seems very responsible, too. I followed Jeffery Vieth over from Buffalo Corp and I think that Knightsbridge has done an excellent job at taking the reins. Overall, I recommend Knightsbridge. They are a great company and you will always end up with more money than you put in!

Tyler C.

5/5

Working with Knightsbridge has been a great decision. We know our funds are in good hands and the staff makes everything from wires to new account set up incredibly easy. We especially love the quarterly newsletters, which are insightful and always something we look forward to receiving.

Mary B.

5/5

I have found Knightsbridge's staff to be very professional and dedicated in the past 7+ years as a client. I would highly recommend their business services. My investments have done exceedingly well under their leadership skills.