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Newport Beach Financial Advisors
Wells Fargo Advisors, LLC
620 Newport Center Dr., 1600
Newport Beach, CA 92660
(949) 467-9156
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“We prosper by helping you prosper”
Advisor Profile
Name:  Phil Matheson
Phone Number:  (949) 467-9156
Website:  Visit Website
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Business Description

With 55 years of combined experience in the industry, The Wright Wealth Management Group is well-qualified to provide you with innovate strategies and the expertise needed to help you take control of your financial future. Our firm is based on a solid foundation dedicated to listening and responding specifically to our clients’ financial needs. By focusing on the long-term objectives of our professional relationships, we can provide recommendations tailored to the financial life you aspire to enjoy.

We offer an approach to comprehensive portfolio management where we view your assets as the means, not the end, because money means little without purpose. Our team strives to develop investment plans that increase both wealth and satisfaction, so that each client may create the life and legacy of their dreams.

At The Wright Wealth Management Group, we’re here to help you every step of the way, now and for generations to come.
 

General Information

Gender:    Male
CRD#:    3032213
Insurance License#:    CA # 0F90104
Name of Broker/Dealer:    Wells Fargo Advisors, LLC
Name of Custodial Firm:    First Clearing Corp
States Licensed in:    Alabama
Arizona
California
Colorado
Florida
Georgia
Hawaii
Illinois
Maryland
Michigan
Minnesota
Missouri
North Carolina
New Jersey
Nevada
New York
South Carolina
South Dakota Texas
Utah
Virginia
Years of Experience in Financial Services:    2
Number of Years with Current Firm:    1
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Commodities, Mutual Funds, Options & Futures, Alternative Investments, Mortgages & Real Estate, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Securities Licenses:    Series 66, Series 7
Insurance and Annuity Licenses:    Variable Annuity, Life, Annuity, Variable Life, Long Term Care
 

Firm Information

Number of Advisors in Office:    10 - 99 employees
I work with clients as part of a team:    Yes
Firm's Number of Clients:   
Firm's Number of Planning Clients:   
Firm's Number of Managed Clients:   
Assets Managed by Firm:   
Advisor's Number of Clients:   
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

I am a fee-only financial professional:    Yes
I am a fee-based financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    50,000.00
Compensation Methods:    Flat Fee, Commissions
Fee % Based on Assets:    1
Hourly Rate:    n/a
Flat Fee Rate:    n/a
 
 
 
Prepared By: Phil Matheson