Flatrock Wealth Partners was started by two 25-year veterans of the institutional investing ecosystem who sought to create a comprehensive wealth management solution for their own families. Based in Newport Beach, the firm provides comprehensive financial planning and investment management services to a select group of high-net-worth families. Flatrock emphasizes the entirety of a family’s balance sheet in crafting a resilient, “whole picture” plan for their wealth. The firm’s investment philosophy centers on an “All Seasons” approach that offers resiliency across a wide variety of economic environments and a relentless focus on after-tax outcomes.
Your entire balance sheet, no aspect of your wealth is isolated or overlooked.
Your entire balance sheet,
no asset is overlooked.
We structure investments to complement your existing exposures.
It's not what you earn,
but what you keep.
As an independent fiduciary, we never lose sight that your wealth works for your family, not us.
Overconfidence leads to mistakes. Mistakes erode wealth.
Structure, preparation and process outperform prediction.
Markets fluctuate. Priorities change. We’re always here.
Better financial outcomes enable a more confident and liberated life.
