New office serving Orange County!


We are excited to announce the addition of our new office in Newport Beach!

We have clients who already call Orange County home – so opening this new office is a natural extension of our focus on serving clients with complex financial products and real estate transactions.

The new location provides ample parking and is a short distance from the 73 and 405 Freeways, and about 10 minutes away from the John Wayne Airport.

Are you able to come out? If not, that’s why we often meet with clients at their homes or businesses. Give us a call anytime to set up a meeting!

We are grateful for the ongoing opportunity to serve you.

Richard Welling



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