Business Details
28 Years
experience
Trusted Financial Advisers in Newport Beach, CA
At Knightsbridge Wealth Management, our foundation is built on delivering a service we would confidently entrust our own families to use. We prioritize optimizing every aspect of your financial wellbeing through a proactive, tax-sensitive approach to wealth management. As a team of seasoned investment professionals, we bring decades of combined experience, advanced qualifications such as Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations, and a fiduciary commitment to act exclusively in your best interests. Our independent, employee-owned structure ensures we provide unbiased advice without conflicts tied to financial product sales.We distinguish ourselves through direct access to investment decision-makers, alignment with clients by co-investing our own capital, and personalized strategies tailored to individual goals. With a history spanning over 20 years, we have honed expertise in areas like private market opportunities, liquidity event planning, and legacy development while maintaining rigorous adherence to compliance and transparency standards. Our mission is to build enduring relationships rooted in trust, delivering exceptional service that combines analytical rigor with actionable solutions for long-term financial success.
Services
Wealth Management
Private Investments
Liquidity Events
Legacy Planning
Portfolio Reviews
Details
- Year established: 1998
Highlights and features
- We are fiduciaries legally obligated to act in your best interests at all times.
- Our team holds advanced credentials including CFA, CFP, and FMVA designations.
- We co-invest alongside clients, ensuring alignment of interests.
- Direct access to portfolio decision-makers for personalized service.
- Decades of experience managing wealth through market cycles.
Associations and certifications
- CFA Institute
- Certified Financial Planner Board of Standards
Services
Wealth Management
We offer comprehensive wealth management services combining hands-on investment management with holistic financial planning. Our approach integrates advanced risk analysis, tax-efficient strategies, and customized portfolio construction tailored to individual circumstances. With a focus on long-term growth and capital preservation, we help clients navigate complex financial decisions while maintaining transparency and alignment with personal objectives.
Legacy Planning
Our legacy planning services provide strategic guidance for wealth transfer, charitable giving, and estate preservation. We work closely with clients to develop customized frameworks that reflect their values while optimizing tax implications. By collaborating with legal and tax professionals, we ensure seamless implementation of trusts, wills, and charitable vehicles to protect and distribute assets according to clients' wishes.
Private Investments
Knightsbridge offers access to exclusive private market opportunities including private equity, venture capital, and hedge funds. Our due diligence process identifies high-potential investments not commonly available through traditional channels. We structure diversified portfolios that balance alternative assets with core holdings to enhance returns while managing risk through carefully curated allocations.
Liquidity Events
We specialize in managing liquidity events related to business exits, stock option exercises, and other major financial transactions. Our team provides tax-optimized strategies for timing sales, diversifying concentrated positions, and reinvesting proceeds. By developing pre-planned frameworks, we help clients maximize after-tax wealth while minimizing market volatility exposure during critical transition periods.
Portfolio Reviews
Our portfolio review process offers detailed assessments of existing investment strategies and holdings. We evaluate risk profiles, asset allocation, and performance metrics against individual goals to identify optimization opportunities. Through ongoing monitoring and rebalancing, we ensure portfolios remain aligned with evolving objectives while adhering to our disciplined investment philosophy and risk management standards.
People
John G. Prichard
President
CFA charterholder with MA in finance from Boston University and BA in economics from UC San Diego. Founded Knightsbridge in 1998. Former CFA Society president and community board member. Prioritized fiduciary standards in wealth management for over 25 years.
Kurt Beimfohr
Principal
MBA from University of Virginia Darden School. Managed investment portfolios since 2003 with prior roles at PIMCO and Buffalo Capital. Serves on LEAD OC board. Combines institutional experience with client-focused strategies to develop customized solutions for portfolio growth.
Miles E. Yourman
Principal
CFA charterholder with MBA from Columbia University (Dean's Honors). Specializes in investment process development and portfolio management. Former Citigroup executive. Currently serves in financial roles for Newport Beach Public Library Foundation and Dartmouth alumni organizations.
Jeffrey Vieth
Principal
CFP professional with over 40 years of experience in absolute return-focused portfolios. Founded Buffalo Capital Corporation before joining Knightsbridge in 2020. Holds MBA from UCLA. Expertise spans fee-only advisory services and institutional investment strategies.
Teresa A. Wagner
Wealth Advisor
CFP professional and former PIMCO Vice President with compliance and fund administration expertise. Serves as Chief Compliance Officer at Knightsbridge. Holds BA in business administration from University of Phoenix and certification from Boston University's financial planning program.
Questions
What services does Knightsbridge Wealth Management offer?
We provide wealth management, private investments, liquidity event planning, legacy planning, and portfolio reviews tailored to individual client needs.
How does Knightsbridge's approach differ from other firms?
We operate as fiduciaries, co-invest alongside clients, and maintain an independent, employee-owned structure without product sales conflicts.
How are investment decisions made for client portfolios?
Clients work directly with senior principals who make all investment decisions through collaborative, research-driven processes.
What experience does the Knightsbridge team have?
Our team collectively holds over 100 years of experience with credentials like CFA, CFP, and FMVA designations across institutional and boutique settings.
How does Knightsbridge structure client relationships?
We build long-term partnerships by developing customized strategies aligned with each client’s unique financial goals and risk parameters.
What geographic areas does Knightsbridge serve?
While headquartered in Newport Beach, CA, we serve clients nationwide through our personalized, technology-enabled advisory approach.
Reviews (4)
Daniel Gutierrez
Dec 01, 2021
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Knightsbridge is one of the top wealth management firms I've ever worked with. The firm's commitment to their clients is second to none and their performance in the market is extraordinary. Their analysis, insight, and ingenious ideas have kept my portfolio far ahead of the averages and have generated far higher returns than any of my ETF without much additional risk. I'm especially a fan of their quarterly newsletters and overall transparency. They are a top notch firm and have more than earned my trust and business.
Tyler Cande
Nov 24, 2021
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Working with Knightsbridge has been a great decision. We know our funds are in good hands and the staff makes everything from wires to new account set up incredibly easy. We especially love the quarterly newsletters, which are insightful and always something we look forward to receiving.
Henry Goden
Oct 31, 2021
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Critical:Professionalism,Quality
Dan Wales was not polite, crude remarks made and dishonest in our dealings with him on our investment portfolio. Hes in the wrong business and wont be doing business with him or his company anymore
Dan Wales was not polite, crude remarks made and dishonest in our dealings with him on our investment portfolio. Hes in the wrong business and wont be doing business with him or his company anymore
Mary Blackburn
Oct 14, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
I have found Knightsbridge's staff to be very professional and dedicated in the past 7+ years as a client. I would highly recommend their business services. My investments have done exceedingly well under their leadership skills.
I have found Knightsbridge's staff to be very professional and dedicated in the past 7+ years as a client. I would highly recommend their business services. My investments have done exceedingly well under their leadership skills.
