Welcome to Fellows Wealth Management.
Orange County's comprehensive wealth management firm specifically designed for business owners and high net worth investors.
We simplify your life by creating and delivering sound, financial, tax and legal strategies to work toward accomplishing your goals and objectives.
Our goal? To help you plan for your financial future... you'll be living there soon enough!
From personal to corporate tax strategies through legacy optimization. Fellows Wealth Management professionals assure that one consistent relationship gets to know you, understands your issues, and provides seamless guidance from start to finish.
Building wealth is not just about accumulating a pile of money. It is about having the freedom and options to live the life you want. From 24hr business news channels, to click-bait, "fake news" and Robo-Advisors, it's hard to know what information to trust as being right for you. Fellows Wealth Management Advisors will sit with you to develop a step-by-step financial plan that is designed to put you on track, and our tools and systems strive to keep you, in good times and bad, on track to work toward financial freedom.
We believe small businesses are the backbone of America. At Fellows Wealth Management, we do our utmost to help you thrive in today's competitive marketplace. From formation, to buy-sell, to business valuation, our financial consultants can help keep yourself on the path toward success.
Fellows Wealth Management professionals have decades of collective corporate and entrepreneurial experience. Regardless of the complexity of your financial management needs, we have the skills necessary to help you work toward success.
Small business owners are facing challenges like at no time ever before. Whether your goal is to structure your business for growth or preserve what you have already built, our holistic approach focuses on your risk profile and long-term objectives.
In today's fast paced, instant gratification, 'I want it now' environment, it is sometimes easy to forget that retirement is supposed to last "all the way to the end".
Chasing the latest fad rarely results in a portfolio that is able to stand the test of time, but building (and working) a plan more often hits the mark. At Fellows Wealth Management we are committed to building a plan with you, to accomplish your goals, and to work that plan through all of life's ups and downs, changes, challenges and switch backs. Our commitment is to a long term relationship.
Every week LPL's team of world renowned economists and financial analysts put together a snapshot of the week that just passed, and what to look forward to (or watch out for) in the coming week. Read their latest analysis here.