Orange County Wealth Management, Financial Planning & Retirement Planning

Orange County Wealth Management and Financial Advisors for Business Owners and Affluent Investors

Highway One Capital is an independent Orange County wealth management and financial planning firm based in Newport Beach, California. We work with business owners, executives, retirees, and affluent families seeking personalized financial planning, investment management, retirement planning, estate planning coordination, and business succession planning. Our relationship-driven approach focuses on helping clients navigate important financial decisions while staying aligned with the life they want to build.

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Discover Our Why

Based in Newport Beach, Highway One Capital provides wealth management and financial planning services for clients throughout Orange County. We help individuals, families, and business owners navigate investment management, retirement planning, risk management, and long-term financial decision-making through a personalized and relationship-driven approach.

Orange County Wealth Management Services

From portfolio construction to estate planning, we coordinate every dimension of your financial life.

Wealth Management

Personalized portfolio construction and ongoing management designed around your goals, risk tolerance, and timeline.

Retirement Planning

Income planning, Social Security optimization, and withdrawal strategies designed to sustain your lifestyle throughout retirement.

Business Succession

Tax-efficient exit strategies, post-sale wealth management, and legacy planning for Orange County business owners.

Tax Planning

Coordinated strategies to seek to manage taxes on investment income, capital gains, retirement distributions, and wealth transfers.

Estate & Legacy Planning

Preserve your wealth for future generations through trusts, estate strategies, and gifting plans designed to honor your intentions.

Risk Management

Insurance analysis and asset protection strategies to help defend what you've built against unexpected events.

Who We Serve

We work with successful individuals and families in Newport Beach and Orange County and beyond who have built meaningful wealth and need a respected partner to help them manage, grow, and preserve it. We work with clients in Irvine, Costa Mesa, Laguna Beach, Huntington Beach, Corona del Mar, Newport Coast, and more.

Business Owners

Planning an exit or already sold — we help you position the proceeds and manage what comes next.

Executives

Stock options, deferred comp, and concentrated positions — we create strategies for complex corporate wealth.

Multi-Generational Families

Coordinated wealth planning across generations to preserve, manage, and transfer family wealth effectively.

First-Gen Wealth Builders

You built it from scratch. We help you manage it with the same discipline and intentionality you used to create it.

Pre-Retirees

In the 5–10 years before retirement — the most critical window for getting your income strategy right.

Foundations & Trusts

Endowment management and investment oversight for family foundations and charitable trusts.

Why Orange County and Newport Beach Families Choose Highway One Capital

Independent. Backed by LPL Financial. Fiduciary in advisory relationships. Built for clients who expect more.

Independent & Objective

We're not tied to proprietary products. Our recommendations are based on what's right for you, not what generates the highest commission.

Deeply Personal Service

Tim and Dustin work directly with every client. You're never handed off to a junior associate or call center.

LPL Financial Backing

Backed by LPL Financial, one of the largest independent broker-dealers in the U.S., with robust compliance and institutional resources.

55+ Years Combined Experience

Decades of experience navigating bull markets, bear markets, tax law changes, and life transitions for Orange County clients.

Newport Beach Local

120 Newport Center Drive. We know this community, we live here, and we understand the financial landscape of Orange County.

Comprehensive & Coordinated

We coordinate with your CPA, estate attorney, and other advisors so nothing falls through the cracks.

Our Mission

Our mission at Highway One Capital is to treat our clients like family and provide highly personalized wealth management options.

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Meet Your Orange County Financial Advisors

Everyone’s situation is different, and we made it our business to learn about our clients, financially and personally, so we can tailor a specific and personalized financial path to keep them moving forward on their journey.

Tim Woodall

Managing Partner

Dustin Raring

Managing Partner

Taylor Ford

Client Services Manager

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What Our Clients Say

At Highway One Capital, we understand how important it is to hear from others who’ve walked a similar path. While every financial journey is unique, many of our clients share common goals: preserving what they’ve built, planning for what’s next, and finding an experienced partner to help guide the way.

Below, you’ll find real feedback from individuals and families in Newport Beach and Orange County we’ve had the privilege to serve. These testimonials reflect personal experiences and are not intended to guarantee future results. We share them to help you better understand how we approach relationships—with care, clarity, and a long-term mindset.

Financial Services for Orange County Investors

● Financial Planning

● Wealth Management

● Estate Planning

● Retirement Planning

● Asset Management

● Investment Management

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Connect With Us

At Highway One Capital, we specialize in leveraging deep industry knowledge and innovative strategies to potentially increase the value of your investments. If you are eager to begin a customized journey to pursue your investment goals, we invite you to connect with us on our social media pages, subscribe to our weekly investment newsletter, or drop us a line at the form below.

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What is the difference between financial planning and wealth management?

Financial planning focuses on helping individuals and families evaluate financial goals, retirement needs, tax considerations, estate planning, risk management, and other aspects of their financial lives. Wealth management typically combines financial planning with investment management and ongoing advice.

At Highway One Capital, we believe these two disciplines work together. Our approach integrates wealth management and financial planning to help Orange County families, executives, retirees, and business owners navigate important financial decisions through every stage of life.

What does an Orange County financial advisor do?

A financial advisor can help clients evaluate financial goals, investment strategies, retirement planning needs, estate planning considerations, tax-aware planning opportunities, risk management concerns, and other financial decisions.

For many Orange County families and business owners, financial planning extends beyond investment management and includes coordinating multiple aspects of a complex financial life.

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