BancWest Investment Services

Brian McHenry

AWMA
Wealth Financial Advisor

Contact Me

(949) 797-1939(949) 797-1939

About Brian

As a Wealth Financial Advisor with 25 years of experience, I specialize in creating customized retirement and investment plans for affluent clients. You will receive personalized attention that identifies your needs, plans for the future and manages goals as they change along the way.

Life is constantly ushering in new challenges. It’s our goal to partner with you, so that you can greet each day knowing that a plan is in place to identify financial needs, opportunities and manage your future.
Education
Brian holds his Series 6, 7, 63 and 65 investment licenses as well as his California Life and Health License. He earned his BS degree from California State University, Chico with an emphasis in Business Management.
Financial Services
  • Goals Based Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Estate and Succession Planning
  • Comprehensive Life Insurance Solutions
Orange County Wealth Management Center
US 4400 Macarthur Boulevard Suite 100 Newport Beach, CA 92660
Investment Call Center
(888) 808-2947(888) 808-2947

Multiple Investment Options Provide Choice

We offer you a model adapted to your degree of involvement in the management of your personal assets. You may choose to work with one or a blend of options depending on your needs.
Online Investing
Brokerage Solutions
Investment Advisory Solutions
Global Investment Management and Fiduciary Services
Online Investing
You want to do your own management
You wish to manage your assets yourself and are well-informed about capital market. We will take care of all the administrative aspects of your portfolio (order execution, reports, etc.)
Brokerage Solutions
You want recommendations for your management
You would appreciate suggestions from our specialists regarding alternatives outside of managed money. We have a number of choices, including: Mutual funds, Annuities, Structured notes, Bonds, and CDs
Investment Advisory Solutions
You want management tailored to a specific strategy and desire:
Advice from our specialists about managed money solutions suited to your investing needs. We provide specific strategies such as growth or income, access to leading managers included names like BlackRock, Russell, and Vanguard, and low initial investments starting at $25,000.
Global Investment Management and Fiduciary Services
You want advice for your management and you want to benefit from:
Performance and risk management adapted to your investor profile. We provide customization, easier access to global diversification, responsiveness for seizing market opportunities, continual monitoring of your positions and fiduciary, trust, and estate services

Putting Your Plan into Motion

After you've completed a Retirement Checkup, your Advisor will work with you to put a plan into motion-helping you select from individual investments, professionally managed portfolios and insurance options.