Knightsbridge Wealth Management

Lindsey Garn is a CFA® charterholder at Knightsbridge Wealth Management with one year of industry experience. Prior to joining Knightsbridge, Lindsey worked at Pacific Life and the Irvine Company. Knightsbridge Wealth Management is an independent, employee-owned firm serving individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm employs a mix of tactical and strategic asset allocation with fundamental and technical analysis across various strategies, emphasizing active risk management and tax-aware approaches.

Kurt Beimfohr is a financial advisor with Knightsbridge Wealth Management in Newport Beach, CA, holding a Series 65 designation and 14 years of industry experience. He joined Knightsbridge in 2020 after working at Buffalo Capital Corporation from 2016 to 2020. Knightsbridge Wealth Management is an independent, employee-owned SEC-registered investment adviser serving retail and institutional clients, including high-net-worth individuals, trusts, and retirement plans. The firm employs a combination of strategic and tactical asset allocation with fundamental and technical research, focusing on low-cost, tax-efficient portfolios and active risk management.

Joshua Meier is an advisor at Knightsbridge Wealth Management with five years of industry experience. He is also the owner and partner of Meier Law Firm, where he has worked for over a decade. Knightsbridge Wealth Management is an independent, employee-owned firm serving individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm uses a blend of tactical and strategic asset allocation with fundamental and technical analysis, emphasizing active risk management and tax-aware approaches.

Geoffrey Hauck is a CFA® charterholder with one year of industry experience, currently serving at Knightsbridge Wealth Management. He previously worked for 15 years at Hudson Edge Investment Partners. Knightsbridge Wealth Management is an independent, employee-owned investment adviser serving individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm combines tactical and strategic asset allocation with fundamental and technical analysis across multiple strategies, emphasizing active risk management and tax-aware approaches for taxable accounts.

Teresa Wagner is a CFP® professional at Knightsbridge Wealth Management with three years of industry experience. She has been associated with Knightsbridge Asset Management, LLC since 2006. Knightsbridge Wealth Management is an independent, employee-owned investment adviser serving individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm employs a blend of tactical and strategic asset allocation with active risk management and offers discretionary and non-discretionary portfolio management along with tax-aware investment strategies.

Jeffrey Vieth is a CFP® with 33 years of industry experience and is currently with Knightsbridge Wealth Management, where he has worked since 2020. Prior to that, he spent nearly four decades at IA Buffalo Capital Corporation and Buffalo Capital Corporation. He is also president and owner of The Vieth Company, a contract office services business he founded in 1978. Knightsbridge Wealth Management is an independent, employee-owned adviser serving individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm uses a blend of tactical and strategic asset allocation with fundamental and technical analysis, emphasizing active risk management and tax-aware strategies.

John Prichard is a CFA® charterholder with 23 years of industry experience. He has been with Knightsbridge Asset Management since 1998 and is currently part of the Knightsbridge Wealth Management team in Newport Beach, CA. Knightsbridge Wealth Management is an independent, employee-owned investment adviser serving individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm employs a blend of tactical and strategic asset allocation with active risk management across multiple equity and income strategies, and manages its own wrap-fee program as well as a private fund focused on California Carbon Allowances.

James Garrison is a CFA® charterholder with 10 years of industry experience. He has been with Knightsbridge Wealth Management since 2025 and was previously with First Foundation Advisors from 1999 to 2025. Knightsbridge Wealth Management is an independent, employee-owned investment adviser serving individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm combines tactical and strategic asset allocation with fundamental and technical analysis across multiple strategies and emphasizes active risk management and tax-aware approaches for taxable accounts.

Miles Yourman is a CFA® charterholder with 11 years of experience in the financial industry. He has been with Knightsbridge Asset Management since 2015. Knightsbridge Wealth Management is an independent, employee-owned investment adviser serving retail and institutional clients, including high-net-worth individuals, trusts, and retirement plans. The firm employs a blend of strategic and tactical asset allocation with fundamental and technical research, focusing on low-cost, tax-efficient portfolios and active risk management across a range of investment strategies.

Hailee Brigman is a financial advisor at Knightsbridge Wealth Management with four years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at UBS Financial Services, Samuel A. Ramirez & Co., Inc., and Morgan Stanley. Outside of finance, she has experience working with Wag. Knightsbridge Wealth Management is an independent, employee-owned investment adviser serving individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm combines tactical and strategic asset allocation with fundamental and technical analysis, offering actively managed portfolios and tax-aware strategies across multiple investment approaches.