CONNECT

Address:

361 Forest Ave., Suite 201
Laguna Beach, CA 92651

Phone:

949-715-8585 / 877-691-7840

Fax/Other:

949-315-3232

ABOUT US

At Nicholas Yrizarry Wealth Management Group, we are committed to helping our clients pursue an improved standard of living during their working careers and when they retire.

At our offices, we provide a comprehensive wealth management solution to help our clients plan for retirement and maintain their quality of life during retirement. Nick focuses on retirement planning, investment planning, insurance and risk management, tax management, estate conservation and budget/cash management.

Our firm is highly professional with a warm and personable nature. Our staff is set up as a support team of highly professional individuals and are there to address the full spectrum of each client's needs.  Our resources include Nicholas Yrizarry as a wealth advisor, professional money managers, attorneys, accountants and insurance planners. 

 

OUR SERVICES

Budget/Asset Management

We help you handle your entire financial life, from managing investments, to advising on cash flow, to monitoring budgets.  We realize that you want to partner with one financial professional who can consolidate and organize all of your assets, so we work to meet this need.

 

Retirement Planning

As our client, we ensure that you will maintain your desired lifestyle in retirement and utilize our “Retirement Lifestyle Planning” process to do so.   This process looks at your unique goals, financial situation, portfolio breakdown, insurance and risk information, and maps out action items to meet objectives.  We can also advise on Social Security claiming decisions involving retirement or other life events.

 

Investment Management

Our investment approach is based on the philosophy that investors will do better over time by earning steady, reasonable returns.  With that in mind, we do not try to time the market.  We build diversified investment portfolios for you, making each flexible for an ever‐changing market environment.

 

Tax Management

Tax management is critical to maximizing what you take home from your investments; therefore we build and manage tax‐efficient portfolios.   By facing lower tax consequences, you can achieve higher lifetime returns on their investments.

 

Risk Management

It is essential to manage risk in the financial world, which can come in many forms.   At our firm, we take all perils into account — determining risks that exist in investment vehicles, managing longevity risks due to longer life expectancy and factoring in insurance needs.

 

Estate Conservation/Legacy Planning

Leaving a legacy is one of the reasons you’ll be committed to proper financial planning.  Our legacy planning gives you peace of mind that your assets will be appropriately passed down to the next generation.

 

OUR MISSION


To provide world-class financial services with quality and integrity to our valued family of clients.

 


 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck