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Chamberlain Group

Website
Telephone
9495530313
Location
2050 Main Street, Suite 950
Irvine
CA
92614
US

Chamberlain Group is an independent financial services organization located in the Newport Beach/Irvine, CA area. We provide customized wealth management strategies to business owners, the ultra-affluent and their families. Our clients range in net worth between $50 million and $5 billion and rely on our expertise in investment advisory, estate and succession planning, life insurance, executive benefits and non-qualified plans.  Our primary focus is to preserve and grow our clients’ assets for generations. For over 40 years we have successfully built our private boutique firm, owning the mantle of “stewardship” as our number one job. We place a high value on the enduring nature of our client relationships, the quality of our products and services, and the continuity and integrity of our team. We have an excellent corporate culture filled with all sorts of fun perks and have been awarded the OC Best Places to Work distinction. Our 6 Guiding Principles are: Create Value, Be Wise, Achieve Great Results, Experience Meaningful Relationships, Seek Challenges and Have Fun…Come join us! 

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