Orange County Wealth Management & Financial Planning Services

What We Do

Highway One Capital provides personalized wealth management and financial planning services for individuals, families, and business owners throughout Orange County. Our team helps clients navigate investment management, retirement planning, estate planning, risk management, tax-efficient strategies, and long-term wealth preservation.

Our Clients

We are careful about who we take in as our clients. We want to make sure that we can provide you with personalized plans for your specific goals over time. We do not offer a one-size-fits-all financial plan but draw from a wide range of investment strategies, classes, and sectors. Our clients include Newport Beach and Orange County families led by successful developers and investors, business owners, C-suite executives, physicians, attorneys, and prominent individuals in the sports and entertainment industries. Although we are from Newport Beach, we maintain clients from around the country.

Asset and Investment Management
Comprehensive financial planning and investment management tailored to individual clients' financial goals and needs.

Business Succession Strategies
Strategies to help business owners plan and implement smooth transitions of ownership and management to ensure the continued success of their business.

Strategic tax management
Comprehensive financial decisions to help minimize tax liabilities and maximize savings.

Estate Planning
Tailored strategies to preserve and transfer wealth across multiple generations, working to ensure financial independence and legacy continuity.

Risk Management
Identify, assess, and mitigate potential risks to help safeguard assets and financial stability for individuals and businesses.

Charitable Giving and Philanthropy
Strategizing charitable giving to maximize the impact of donations while aligning with personal values and financial goals.

SCHEDULE A MEETING

Serving Clients Throughout Orange County

Highway One Capital serves clients throughout Orange County, including Newport Beach, Irvine, Costa Mesa, Laguna Beach, Huntington Beach, Newport Coast, and surrounding communities.

Why Work with an Orange County Financial Advisor?

Working with a financial advisor can help bring clarity and confidence to important financial decisions. Our team provides personalized guidance designed to help clients align investment strategies, retirement goals, risk tolerance, and legacy objectives.

Frequently Asked Questions

What is wealth management?

Wealth management is a comprehensive approach to managing your financial life. It typically incorporates investment management, retirement planning, estate planning, risk management, and tax-aware strategies designed to help preserve and grow wealth over time.

How is wealth management different from financial planning?

Financial planning focuses on developing a strategy to achieve specific financial goals, while wealth management often includes ongoing investment management and broader coordination of your overall financial life.

Who benefits from wealth management services?

Wealth management can benefit individuals, families, executives, business owners, retirees, and anyone seeking professional guidance regarding investments, retirement, taxes, and long-term financial goals.

What should I look for in a financial advisor?

Investors should look for experience, communication, personalized guidance, transparency, and a planning approach that aligns with their goals and financial situation.

Do you work with clients throughout Orange County?

Yes. Highway One Capital serves clients throughout Orange County, including Newport Beach, Irvine, Costa Mesa, Laguna Beach, Newport Coast, Huntington Beach, and nearby communities.

Can you help coordinate with my attorney or CPA?

Yes. We frequently collaborate with attorneys, CPAs, and other professionals to help ensure various aspects of a client's financial strategy work together effectively.