Overview

Hollencrest Capital Management is a wealth management firm with over $1 billion in client assets, which services high net worth investors and private business owners across the country. Hollencrest works together with its clients to develop more than just financial results. We provide access to high-level expertise and relationships that allow our clients to reach their goals, and those of their family members. Our success is not measured in dollars and cents, but rather by the number of legacies we create. Legacies that put family at the heart of every investment.

At Hollencrest we provide our clients with access to some of the market's most clever and unique wealth management ideas. For many of our clients, Hollencrest specializes in coordinating a holistic approach to the delivery of comprehensive and harmonized services from complimentary professionals: CPAs, Attorneys, Risk Managers, Investment Bankers, and others. For clients looking to grow or sell their business, we will quarterback a team of advisors, help them manage and negotiate with investment bankers, and coordinate services to avoid redundant fees.

Prior to establishing Hollencrest, the founding principals worked together in Newport Beach for nearly 10 years. It was while working together that we first formulated our philosophy and methodology for investment portfolios. Today, over a decade later, Hollencrest continues to use the same philosophy and methodology of managing portfolios to advance the lives of our client's families.