Vetted Advisor's Table

Simon Reeves
Pasadena Private Wealth

Tel: 877-433-3665
9900 Research Drive
Irvine, CA 92618
Pasadena Private Wealth | Financial Advisor in Irvine ,CA

Investments and Wealth Management

About Simon Reeves

Simon brings 23 years of investment experience to his role as fiduciary and partner at Pasadena Private Wealth. He specializes in advising wealthy families and high-net worth individuals to help them achieve their long-term investment goals, including estate and heritage planning.

As a former Wall Street trader, Simon utilizes his unique investment insight to create globally diversified, tax-efficient portfolios based on solid academic research and an in-depth analysis of economic, political, and social developments around the world. His clients include current and former professionals at the top of their respective fields, including CEOs, entrepreneurs, hedge fund managers, and attorneys.

Simon currently serves on the Board of Directors of Saddleback Memorial Foundation. As a member of the Board's Investment Committee, he helps one of Orange County's leading non-profit hospital systems to invest its substantial portfolio and further its mission.

Prior to becoming an independent wealth manager, Simon was the Founder and President of his own options trading company on the floor of the American Stock Exchange in New York. There he generated significant profits utilizing risk-averse trading strategies, eventually expanding his company to include traders on the floors of the American Stock Exchange, Chicago Board of Trade and Philadelphia Stock Exchange.

Born and raised in New York City, Simon holds a B.A. degree from the University of Michigan with an emphasis on global economics.

About Pasadena Private Wealth

Pasadena Private Wealth provides a variety of standalone financial planning and consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives. Financial planning services will typically involve preparing a financial plan or rendering a financial consultation for clients based on the client's financial goals and objectives. This planning or consulting may encompass Investment Planning, Retirement Planning, Estate Planning, Charitable Planning, Education Planning, Corporate and Personal Tax Planning, Cost Segregation Study, Corporate Structure, Real Estate Analysis, Mortgage/Debt Analysis, Insurance Analysis, Lines of Credit Evaluation, or Business and Personal Financial Planning. Written financial plans or financial consultations rendered to clients usually include general recommendations for a course of activity or specific actions to be taken by the clients. Implementation of the recommendations will be at the discretion of the client. Our firm provides clients with a summary of their financial situation, and observations for financial planning engagements. Financial consultations are not typically accompanied by a written summary of observations and recommendations, as the process is less formal than the planning service.

We're a different kind of investment advisory firm. That's because we offer much more than investment management: we are a true one-stop shop for personal and business financial advice, delivered seamlessly through one voice. With over 110 years of combined financial services experience, our bench is deep and our skills range from banking and real estate to portfolio management and corporate retirement plan design. This enables us to be highly responsive and propose solutions that take into account your entire financial picture, however complex and intermingled your various assets and income streams are.

Because we have witnessed firsthand the inefficiencies of a compartmentalized approach, PPW has purposely tried to eliminate the service layers and the product barriers that are so often present in larger institutions. Our versatile advisers are trained and equipped to answer a variety of financial questions without always needing to consult a product specialist from another division. This allows us to be product-agnostic, and makes our professional staff more responsive and more accountable to our clients on all fronts.

Our core belief is that by having all of these skills and services under one roof, we can be better stewards of your family's wealth.

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General Information

Firm Start Year:   2004
No. of Employees:   10-19
Insurance License#:   Life & Health
States Licensed in:   CA
Number of Years with Current Firm:   10
Work with the following types of clients:   Businesses, Investment Clubs, Non-Profit Organizations, Individual Investors
Advisory Services Provided:   Investment Advice & Management, Estate Planning & Trusts, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning


Investment Types:   Mutual Funds, Insurance, Alternative Investments, Annuities, Stocks, Bonds, Options & Futures
Can meet clients in the following ways:   Email, Phone, Our Office, Your Home, Video Conference, Your Office, Our Offices

Qualifications & Memberships

Insurance and Annuity Licenses:   Long Term Care, Variable Annuity, Life, Health, Annuity
Financial Organization Memberships:   FINRA (Financial Industry Regulatory Authority

Firm Information

Assets Managed by Firm:   $95,000,000.00

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Based on Assets, Hourly, Flat Fee

Board Positions

Organization :   Saddleback Memorial Foundation, Laguna Hills, CA
Position :   Member of Endowment Board & Investment Committee
Duration :   March 2011-Present


Bachelor of Arts  - General Studies with emphasis on Global Economics   University of Michigan

Financial Services

Portfolio Management

We would welcome the opportunity to provide a complimentary analysis of what your risk-adjusted, after-tax investment returns have been versus what our clients have enjoyed. Even if you have been relatively happy with your investments in recent years, we believe it would be well worth a few minutes of your time to ensure that not only are you not leaving money on the table in terms of excessive fund fees and tax inefficiencies, but that you are also taking the appropriate amount of risk for your individual circumstances.

401K Rollovers

Pasadena Private Wealth partners with third party providers of 401K and defined benefit plans for companies that emphasize: low cost, maximum fiduciary responsibility, pre-configured efficient portfolios, and transparent cost structures.

Estate Planning & Trusts

One of the most important concerns for our client's investment goals is planning for the future of their family. At Pasadena Private Wealth, we work closely with our clients to understand and help them achieve these goals for generations to come. We spend a great deal of time educating our clients, with the help of estate planning attorneys, to create estate plans that are intended to nurture not spoil children, last for generations, and diminish potential issues such as divorce and legal liabilities.

Investment Advice & Management

Pasadena Private Wealth also offers consultation services regarding specific investment and financial matters pertinent to each of its clients. These matters may include advice on isolated areas of concern that go beyond the framework of typical portfolio management and financial planning. PPW conducts due diligence on private equity, hedge fund, private placement and real estate investments.

Wealth Management

Pasadena Private Wealth's investment philosophy is based on long-term strategies incorporating the principles of modern portfolio theory. The company focuses on developing diversified model portfolios, principally through the use of low-cost, low-turnover funds, many of which are only available to institutional investors and clients of a network of selected investment advisors.

Pasadena PW believes in overweighting smaller capitalization, value oriented stocks based on the work of the Fama-French three-factor model. Pasadena Private Wealth analyzes global economic and political trends to determine the best areas and countries of the world to overweight. PPW may make tactical allocation decisions between bonds and stocks (with the consent of the client) based upon long-term relative values of where stocks and bonds trade, in addition to geo-political considerations. PPW may also provide investment advice concerning or recommend investments in private placement transactions, private equity investments, venture capital investments, hedge funds and stock options as part of its diversified and risk-managed approach to wealth management.


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Additional Detailed Disclosures



Registered Investment Advisor:


Registered Representative:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Communities Served

Orange County, LA County, Riverside County, San Diego County

Awards & Recognitions

Orange County Top Wealth Managers

Highest in Service & Overall Satisfaction