Emerald Wealth Management

At Emerald Wealth Management, Inc. (EWM), we take a holistic and problem-solving approach to wealth management, providing comprehensive financial planning and wealth management services to individuals, families, and businesses. Our team of professional associates, led by CEO Lynne Connolly, is dedicated to helping our clients achieve their financial goals while ensuring their financial security and stability.

Our Services

As a full-service financial planning firm, we offer a wide range of services designed to address the unique needs of our clients at every stage of their lives. Our services include:

• Retirement Plan Adviser Fiduciary Services: We provide expert guidance on retirement plan design, implementation, and management, ensuring your employees' retirement benefits are secure and compliant.
• 401(k) Investment Planning & Management: We help businesses create customized 401(k) plans that meet their employees' needs and investment goals.
• Customized Asset Management: Our team of professionals creates tailored investment portfolios designed to meet your unique investment objectives and risk tolerance.
• Estate & Financial Planning: We help you protect your assets and ensure the transfer of wealth to future generations through comprehensive estate and financial planning.
• Retirement Income Planning: Our experts help you create a sustainable retirement income strategy that ensures your financial security throughout your retirement.
• Tax Planning: We provide guidance on tax-effective strategies to minimize your tax liability and maximize your wealth.
• Business Start-up & Succession Planning: Our team helps entrepreneurs and business owners navigate the complexities of starting, growing, and exiting a business.
• Risk Management Planning: We help you identify and mitigate potential risks to your financial well-being, ensuring your assets are secure and protected.
• Executive Benefit Planning: Our experts design and implement benefits packages that attract, retain, and motivate top talent.
• Private Pension Planning: We help you create customized pension plans that meet your unique investment objectives and retirement goals.
• Personalized Bookkeeping Services: Our team provides expert bookkeeping services to ensure your financial records are accurate, up-to-date, and easily accessible.

Our Qualifications

At EWM, we pride ourselves on our team's extensive experience and expertise in the financial services industry. Our professionals are dedicated to staying current with the latest financial planning strategies, regulations, and trends, ensuring our clients receive the best possible guidance and support.

With multiple decades of combined industry experience, our team has the knowledge and expertise to handle complex financial planning and wealth management matters. We are committed to delivering unparalleled service, exceptional results, and unwavering attention to our clients' needs.

Our Location & Affiliated Offices

Emerald Wealth Management, Inc. is headquartered in Newport Beach, California, with affiliated offices across the United States. Our experienced staff is dedicated to serving clients coast-to-coast, providing comprehensive financial planning and wealth management services.