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  • Flatrock Wealth Partners | Fiduciary Financial Advisors in Newport . . .
    Flatrock Wealth Partners was started by two 25-year veterans of institutional investing to create a wealth management solution for their own families Based in Newport Beach, we provide comprehensive financial planning and investment management to high net worth families
  • Contact | Flatrock Wealth Partners
    Get in Touch Schedule an Appointment Schedule an Appointment
  • Our Story | Flatrock Wealth Partners
    Flatrock Wealth Partners Our Story Starting in the 1990s, Kevin Winters and John West built separate careers in institutional investment management, partnering with wealth managers, family offices, endowments and other nonprofits to help produce better financial outcomes But, by late 2021, both were frustrated
  • Our Services | Flatrock Wealth Partners
    Flatrock Wealth Partners Our Services Client Engagement We believe your wealth liberates you to live your best life We seek to understand “the why” of your life’s goals: the people you love, the passions you savor, and the purpose you desire
  • Total Wealth Strategy | Flatrock Wealth Partners
    Flatrock Wealth Partners Total Wealth Strategy We systematically and holistically capture a household's entire capital base, including human capital A comprehensive plan must account for both financial and nonfinancial assets
  • Staff Archive | Flatrock Wealth Partners
    The Flatrock team has over 60 years of cumulative experience at the world’s most recognized asset management firms We’ve collaborated with global institutional investors, top quantitative minds, award winning portfolio managers and renowned academics We’ve built and launched multiple products exclusively designed for the wealth channel in equities, fixed income, alternatives and multi
  • Kevin Winters | Flatrock Wealth Partners
    Kevin Winters is a co-founder of Flatrock Wealth Partners, LLC He plays a pivotal role on both the Flatrock Management and Investment Committees and is responsible for steering the firm’s client advisory board and overall strategic direction Mr Winters specializes in advising affluent, multi-generational families, crafting customized investment and wealth management strategies that align
  • Disclosures | Flatrock Wealth Partners
    Important Disclosures Flatrock Wealth Partners LLC (“Flatrock”) is a Registered Investment Advisor (“RIA”) located in the State of California Flatrock provides investment advisory and related services for clients nationally Flatrock will maintain all applicable registration and licenses as required by the various states in which Flatrock conducts business, as applicable Flatrock
  • Staff Archive | Flatrock Wealth Partners
    The post John Westappeared first on Flatrock Wealth Partners John West Kevin Winters is a co-founder of Flatrock Wealth Partners, LLC He plays a pivotal role on both the Flatrock Management and Investment Committees and is responsible for steering the firm’s client advisory board and overall strategic direction Mr





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