Knightsbridge Wealth Management logo — Financial Planning and Investment Management

Knightsbridge Wealth Management

Financial Planning and Investment Management

Founded 1998 United States Newport Beach, United States 10 employees Financial Services, Banking +1

General Information

Company Name Knightsbridge Wealth Management
Founded Year 1998
Location United States Newport Beach, United States +1
Employees 10
Industries Financial Services, Banking, Wealth Management
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About Knightsbridge Wealth Management

Knightsbridge Wealth Management is a boutique financial firm, specializing in Financial Services, Banking, and Wealth Management, established in 1998. Empowering its clients with Financial Planning and Investment Management, the company operates as an independent, 100% employee-owned, fee-only Registered Investment Advisor. Their commitment to cultivating strong client relationships based on trust and respect is underscored by their experienced professionals, who align investment recommendations with clients' personal life goals.

What sets Knightsbridge apart is their accessibility, as clients benefit from direct access to the decision-makers and the assurance that the personal money of the team is invested alongside theirs. The firm excels in simplifying the process of getting clients' money to work for them, providing counsel on a spectrum of financial matters, including retirement and 401k planning, as well as sustainable spending strategies.

With its headquarters in Newport Beach, CA, the company was formed in 2020 through the merger of Knightsbridge Asset Management, LLC and Buffalo Capital Corporation, both boasting a track record of over 20 years in aiding individuals and families in achieving their financial aspirations. Despite lacking specific details about recent investments, Knightsbridge Wealth Management presents a compelling proposition with its client-centric approach and wealth of industry experience.

Taxonomy: investment management, financial planning, retirement planning, wealth advisory, financial advisory, fee-only advisor, investment professionals, sustainable investing, personal finance, financial goal planning, 401k management, boutique firm, merger and acquisition, relationship-based investing

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Knightsbridge Wealth Management Alternatives & Competitors

Knightsbridge Wealth Management vs
Wealthcare
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FAQ About Knightsbridge Wealth Management

Financial Planning and Investment Management
Knightsbridge Wealth Management was founded in 1998.
Knightsbridge Wealth Management is headquartered in Newport Beach, United States.
Knightsbridge Wealth Management operates in the following industries: Financial Services, Banking, Wealth Management.
Knightsbridge Wealth Management has approximately 10 employees.
Top alternatives and competitors to Knightsbridge Wealth Management include Wealthcare, Intelligent Capitalworks, TrinityPoint Wealth, Carolina Wealth Management, Inc., Goldenstone Wealth Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Knightsbridge Wealth Management and Wealthcare are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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