Shearwater Wealth Inc. is an independent, fee-only Registered Investment Advisor (RIA) based in Newport Beach, California. The firm specializes in providing comprehensive wealth management solutions, which include personalized financial planning, investment portfolio management, tax planning, retirement strategies, and estate planning. Their mission is to serve as a fiduciary, coordinating all aspects of their clients' financial lives to help them achieve their long-term goals with clarity and confidence.

Founded in

Canada