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Financial Planning

Helping You Find Your Freedom

Everyone has their own definition of true wealth. We help you define those goals, then build a customized financial plan stays current and dynamic.

Alexander Wealth Solutions is here to support High-net-worth individuals and families in Newport Beach, CA, and the Southern California area with personalized planning that genuinely puts you first.

Comprehensive Planning That Helps You Pursue Freedom

Portfolio Review

Insurance Planning

Risk Assessment

Cash Flow Analysis

Retirement Planning

Personal Guidance

Investment Management

Legacy Protection



Meet Our Team

Our team is led by Marcus Alexander, a dynamic financial advisor with a career in the financial services industry spanning over 25 years. We are driven by a passion for investing and a commitment to guiding you toward your financial goals.

Your Investment Journey with Alexander Wealth Solutions

1. Discovery Call

2. Presentation Call

3. Implementation

4. Review Meetings

Let's Get Started!

We look forward to meeting you to understand your circumstances, uncover your aspirations and goals, and assess your risk tolerance. Building long-term relationships based on open and honest communication has been the key to our success.

Contact Us Today!

Navigating Market Volatility -  8 Timeless Principles of Investing

Pursuing a sound financial strategy doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

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