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Newport Beach, CA Office

Team
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Westshore Wealth logo

Westshore Wealth

Team

Firm-wide stats for Westshore Wealth

Total advisors

7

Across 2 offices

Clients per advisor

27 Very Low

Avg AUM per client

$3,432,617 Very High

HNW client ratio

91% Very High

About

Westshore Wealth provides portfolio management, comprehensive financial planning, and retirement plan consulting to individual clients (including high-net-worth individuals), pension and profit-sharing plans, and charitable organizations. Services include the development of Investment Policy Statements, discretionary portfolio management, model portfolios, and participant education for employer-sponsored retirement plans.

The firm establishes client-specific Investment Policy Statements and typically manages accounts on a discretionary basis, with quarterly portfolio reviews and monitoring tied to clients’ goals, tax considerations, and risk tolerances. Westshore tailors recommendations to individual restrictions and may engage independent managers to implement parts of a client’s strategy.

Distinctive among similar team firms is Westshore’s use of derivatives and more active strategies — including options (covered, uncovered, and spread strategies), short sales, and margin transactions — within separately managed accounts, which can increase market and leverage risk. The firm also combines traditional vehicles (mutual funds, ETFs, fixed income, and REITs) with less conventional offerings such as private placements, venture capital interests, commodities and precious‑metal exposures when appropriate.

Based on Westshore Wealth

Expertise

Passive / index investing Active portfolio management Options & derivatives strategies Wealth management

Based on Westshore Wealth

Location

4041 Macarthur Blvd., Suite #160

Newport Beach CA 92660

Advisors at this office

5

Advisors at this office

user avatar

Ryan B

CFP®, Series 63, Series 66

Newport Beach, CA

Westshore Wealth

Ryan Brizendine is a CFP® professional at Westshore Wealth in Newport Beach, CA, with 16 years of industry experience. He has been with Westshore Wealth for 10 years. Outside of his advisory role, he is a passive member of a family-owned rental property management business. Westshore Wealth serves individual clients, including high-net-worth individuals, as well as pension plans and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm employs both traditional and more active investment strategies, including the use of derivatives and options, and customizes portfolios based on client-specific Investment Policy Statements.

Passive / index investing Active portfolio management Options & derivatives strategies Wealth management
user avatar

Ryan O

Series 63, Series 65, Series 66

Newport Beach, CA

Westshore Wealth

Ryan Ornellas is a financial advisor at Westshore Wealth in Newport Beach, CA, with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Westshore Wealth in 2016, he worked at TIAA-CREF and Fisher Investments. Westshore Wealth offers portfolio management, comprehensive financial planning, and retirement plan consulting for individual clients, pension and profit-sharing plans, and charitable organizations. The firm employs both traditional and more active investment strategies, including the use of derivatives and private placements, tailored to clients’ specific goals and risk tolerances.

Passive / index investing Active portfolio management Options & derivatives strategies Wealth management
user avatar

Brian S

Series 65, Series 66

Newport Beach, CA

Westshore Wealth

Brian Sigler is a financial advisor at Westshore Wealth with 12 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at firms including Morgan Stanley, Barclays Capital Inc., North Capital Private Securities, and Realty Mogul Co. Outside of financial advising, he is the CFO and co-founder of Flighting Golf LLC, a golf apparel company. Westshore Wealth provides portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm is noted for employing derivatives and active strategies alongside traditional investment vehicles within separately managed accounts.

Passive / index investing Active portfolio management Options & derivatives strategies Wealth management
user avatar

Rob S

Series 63

Newport Beach, CA

Westshore Wealth

Rob Sigler is a financial advisor at Westshore Wealth in Newport Beach, CA, with 28 years of industry experience. He has held positions at UBS Securities and spent a brief period in retirement before joining Westshore Wealth in 2018. Sigler holds the Series 63 designation. Westshore Wealth is a six-advisor team managing approximately $534 million in client assets, serving individuals—including high-net-worth clients—pension plans, and charitable organizations. The firm employs a disciplined investment process that integrates fundamental, modern-portfolio, and quantitative analysis, utilizing model portfolios, discretionary trading authority, and active use of derivatives within separately managed accounts.

Passive / index investing Active portfolio management Options & derivatives strategies Wealth management
user avatar

Ryan M

CFP®, Series 63, Series 66

Newport Beach, CA

Westshore Wealth

Ryan McGuire is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Westshore Wealth since 2016. Based in Newport Beach, CA, he holds Series 63 and Series 66 licenses. Westshore Wealth offers portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored investment approach that includes discretionary management, the use of derivatives and active strategies, and a combination of traditional and alternative investment vehicles.

Passive / index investing Active portfolio management Options & derivatives strategies Wealth management
View complete list of advisors at this office
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