Business Details
28 Years
experience
Your Trusted Financial Partner in Newport Beach
At Knightsbridge Wealth Management, we are dedicated to providing a service we would confidently entrust with our own families. Founded on principles of integrity and client-centric care, we optimize every financial decision to enhance your wellbeing. Our proactive, tax-sensitive approach ensures personalized strategies aligned with your unique goals. As an independent, employee-owned firm, we prioritize unbiased advice and direct access to investment decision-makers. With over two decades of experience, our team of CFA charterholders and Certified Financial Planners combines advanced expertise with a commitment to transparency.We invest alongside our clients, ensuring our interests are always aligned. Our comprehensive services span active investment management, private market opportunities, liquidity event planning, and legacy strategies. By integrating behavioral psychology and rigorous risk management, we build intelligent portfolios tailored to your risk profile. Our collaborative approach extends to coordinating with CPAs, attorneys, and administrators, ensuring holistic financial solutions. This dedication to excellence has solidified our reputation as trusted stewards of wealth for individuals and families.
Services
Wealth Management
Private Investments
Liquidity Events
Legacy Planning
Tax-Sensitive Strategies
Details
- Year established: 1998
Highlights and features
- We act as fiduciaries, always prioritizing client interests.
- Our team includes Chartered Financial Analysts and Certified Financial Planners.
- We provide direct access to portfolio decision-makers.
- Our investments are aligned with client portfolios.
- We combine personalized advice with tax-sensitive strategies.
Associations and certifications
- CFA Institute
- Certified Financial Planner Board of Standards
What people say
Personalized strategies
Tax expertise
Long-term focus
Transparent communication
Fiduciary commitment
Services
Wealth Management
Our wealth management services create tailored investment strategies aligned with your financial goals and risk tolerance. We combine active portfolio management with behavioral psychology insights to optimize long-term returns. With a focus on tax efficiency and legacy planning, we ensure comprehensive wealth preservation for future generations.
Private Investments
Access unique private market opportunities designed to enhance portfolio diversification and potential returns. We curate investments in private equity, hedge funds, and real assets tailored to your risk profile. Our rigorous due diligence process ensures alignment with your overall wealth strategy and financial objectives.
Liquidity Events
Navigate complex liquidity events like business sales or inheritances with strategic tax planning. We develop customized strategies to maximize after-tax proceeds and reinvestment opportunities. Our guidance ensures seamless transitions while maintaining portfolio balance and long-term financial goals.
Legacy Planning
Craft enduring legacy plans through charitable giving strategies and intergenerational wealth transfer solutions. We coordinate with legal and tax professionals to implement trusts, foundations, and gifting techniques. Our approach preserves family wealth while reflecting your values and philanthropic aspirations.
Tax-Sensitive Strategies
Integrate proactive tax planning into every investment decision to enhance after-tax returns. We employ tax-loss harvesting, asset location strategies, and income smoothing techniques tailored to your bracket. Our approach minimizes liabilities while maintaining strategic portfolio allocations and long-term growth objectives.
People
John G. Prichard
President
Founder of Knightsbridge with 25+ years in wealth management. CFA charterholder and active community leader with board roles in local cultural and educational institutions.
Kurt Beimfohr
Principal
Portfolio management expert with 20+ years in municipal bonds and private capital. Serves on LEAD OC board and Newport Beach Commodores Club leadership.
Miles E. Yourman
Principal
Columbia MBA graduate with honors, specializing in investment process design. Active in Newport Beach Public Library Foundation and Dartmouth alumni leadership.
Jeffrey Vieth
Principal
40-year industry veteran and CFP professional. Former CEO of Buffalo Capital Corporation, bringing extensive experience in absolute return portfolio management.
Teresa A. Wagner
Wealth Advisor
Chief Compliance Officer with 15+ years at Knightsbridge. Former PIMCO executive and CERTIFIED FINANCIAL PLANNER professional managing client operations and regulatory adherence.
Questions
What services does Knightsbridge Wealth Management offer?
We provide active investment management, private market access, liquidity event planning, legacy strategies, and tax-sensitive portfolio solutions tailored to individual client needs.
How is Knightsbridge different from other financial firms?
As an independent, employee-owned firm, we act solely as fiduciaries without product commissions, ensuring unbiased advice aligned with client interests.
Can you help with business sale proceeds planning?
Yes, our liquidity event specialists develop tax-optimized strategies for business exits, inheritances, and IPO proceeds to maximize after-tax wealth preservation.
How do you incorporate tax planning into investments?
We integrate tax considerations at every stage through loss harvesting, asset location optimization, and income management strategies to enhance after-tax returns.
What investment approach do you use?
Our approach combines active portfolio management, behavioral psychology insights, and rigorous risk assessment to create customized, tax-efficient investment strategies.
How can I get started with Knightsbridge?
Contact us for a comprehensive portfolio review or sign up for our seasonal market commentary to begin exploring our investment philosophy and services.
