Conversant Wealth Management is an independent, employee-owned Registered Investment Advisor (RIA) based in Newport Beach, California. The firm specializes in providing tailored wealth management solutions for a select group of ultra-high-net-worth families and individuals. Their integrated services include investment management, trust and estate planning, tax planning and compliance, comprehensive family office services, and philanthropic advisory, aiming to preserve and grow generational wealth.

Founded in

United States