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PBS Wealth Partners

Welcome to the Rockefeller Global Family Office

At PBS Wealth Partners, we understand the value in building strong relationships with each one of our clients.  We prioritize communication and encourage our clients to be proactive in asking questions relating to their financial planning. In doing so, our team develops customized investment solutions and plans curated to help clients meet their goals.

We believe relationship management is a team effort. Leveraging our combined experience and diverse skill sets allows us to remain nimble and resourceful when it comes to servicing our clients’ requests.

Being a part of Rockefeller provides us with the opportunity to offer our clients unparalleled services, uncommon investment opportunities, a seamless digital platform, and access to premier lifestyle advisory platform.

PBS WEALTH PARTNERS 

424-600-7920

23 Corporate Plaza Drive
Suite 246
Newport Beach, CA 92660

“Our team understands that developing in depth relationships with each one of our clients and their families results in our delivery of sophisticated and tailored investment solutions that address their goals and objectives.”

Alpesh Patel, CPFA, CRPC®, Managing Director, Private Wealth Advisor

At PBS Wealth Partners our team is committed to understanding our clients objectives and through our hands-on approach we develop dynamic wealth management solutions that help enable them to achieve their goals for generations to come.

ALPESH PATEL, CPFA, CRPC®

Managing Director, Private Wealth Advisor
APatel@rockco.com
(949) 736-5950

MATTHEW BIRKETT, CPFA, CPWA®, CFP®

Senior Vice President, Private Wealth Advisor
MBirkett@rockco.com
(949) 736-5951

HAI DANG, CPFA

Team COO
HDang@rockco.com
(949) 736-5953

CHRIS IWAMASA

Associate Vice President, Senior Client Associate
CIwamasa@rockco.com
(949) 736-5954

JOY GONZALES

Client Associate
JGonzales@rockco.com
(949) 736-5955

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A leading private wealth practice...
Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

merged with holistic advisory and family office services.
The Rockefeller difference is our combination of holistic and specialized services, designed to complement customized wealth planning and advisory.
  • Financial Accounting & Bookkeeping
  • Trust & Estate Planning
  • Tax Efficient Planning & Preparation
  • Family Legacy & Governance Advisory
  • Bill payment
  • Philanthropic advisory
  • Human Resources Services
  • Cash flow and liquidity planning
  • Next Gen Financial Education

Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.

Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.

Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.

  • Differentiated, independent advice for entrepreneurs and business owners
  • Execution across private and public companies owned or operated by our clients
  • Mergers, acquisitions, divestitures, capital raises
  • Real estate advisory
  • Sports franchise advisory

Rockefeller Asset Management offers equity and fixed income strategies across active, multi-factor passive, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture. Drawing on the intellectual capital built over the past 40 years, Rockefeller Asset Management offers investment solutions integrating ESG research and a constructive engagement approach.

Equity Strategies
  • We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.
Fixed Income Strategies
  • We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.

Through a series of curated and vetted partners, we bring our clients and their families solution for lifestyle needs from everyday to the extraordinary.

Philanthropic advisory
• Philanthropy experts provide a functional foundation to help you build and manage your charitable program

Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients

Concierge Healthcare
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.

Personal Security
• A total security solution tailored to each client and location, assessing their needs and goals.

Emergency Travel Services
• The world's leading organization providing medical, security, evacuation, travel risk and crisis management services.

Art Advisory
• A comprehensive, global services group for expert live and online auctions, art, jewelry, and other valuable collections.

Next Gen Advisory
• Career and life coaching for emerging professionals, as well as health and wellness resources for young adults.

Elder Care
• A unique benefit that can help with everything related to aging, elder care or special needs.

Virtual Specialty Care
• A virtual specialty care platform that leverages sophisticated technology to curate access to a network of leading doctors across 48 US hospitals for expert insights on specific health concerns.

Our Ideas
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Uniquely Rockefeller Special Client Event – Bruce Flatt
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The outbreak of war in Ukraine has quickly galvanized the European Union’s commitment to reduce its reliance on Russian energy and accelerate its plans to increase the region’s renewable energy capacity. In this new commentary, we review the short- and long-term implications of this dynamic and the investment implications.
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ALPESH PATEL, CPFA, CRPC®

ALPESH PATEL, CPFA, CRPC®

MANAGING DIRECTOR, SENIOR FINANCIAL ADVISOR
Managing Director, Private Wealth Advisor

 

Alpesh joined Rockefeller Capital Management in 2021, as Managing Director and Private Wealth Advisor. With over 20 years of Financial Services industry experience, Alpesh works with High-Net-Worth Individuals and Business Owners to establish customized and dynamic wealth management solutions. He primarily focuses on investment management, lending, and estate and wealth planning services. Alpesh understands the value associated with truly understanding the individual objectives of his clients and understanding their goals. He is committed to establishing an appropriate financial strategy, provide sound advice, and proactively connect with clients on the progress they are making together. Alpesh has also been named to Forbes Best-In-State Wealth Advisors 2021*.

Alpesh prioritizes revisiting the wealth management plans that have been established for his clients periodically to help ensure they remain aligned with your overall financial objectives.

 

*For more information about the selection criteria for each award, please consult the sponsor’s website.  Rankings, ratings and recognitions should not be construed as an endorsement of the advisor, are not representative nor indicative of any one client’s experience, are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results or client service.

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MATTHEW BIRKETT, CPFA, CPWA®, CFP®

MATTHEW BIRKETT, CPFA, CPWA®, CFP®

Senior Vice President, Private Wealth Advisor 

 

Matthew has a deep understanding of the financial needs of entrepreneurs and business owners – from growing and financing a business to succession strategies, and all the other complexities often associated. He is committed to developing in depth relationships with each one of his clients. He takes the time to listen and learn about each individual and their respective financial situation and goals, enabling him to provide customized financial solutions and plans.

Prior to joining Rockefeller, Matthew spent over 10 years at Merrill Lynch Wealth Management. Matthew is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as a Certified Private Wealth Advisor (CPWA®), Certified Plan Fiduciary Advisor (CPFA), and a designation from the College for Financial Planning. Matthew has also been named to Forbes Top Next Gen Advisors Ranking for the last four consecutive years*. He is a graduate of Pennsylvania State University, with a B.S. degree in Business with focus in Accounting. In 2000, Matthew was drafted and signed by the Detroit Tigers in the 17th round of the Major League Baseball draft.

 

*For more information about the selection criteria for each award, please consult the sponsor’s website.  Rankings, ratings and recognitions should not be construed as an endorsement of the advisor, are not representative nor indicative of any one client’s experience, are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results or client service.

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HAI DANG, CPFA

HAI DANG, CPFA

Team COO 

 

Hai has been in the financial services industry since 1997. Prior to joining Rockefeller in 2021, he spent 10 years with Merrill Lynch Wealth Management. Hai’s primary focus is on developing wealth management strategies and plans for high net worth individuals, their families and their businesses to help put them on a path towards reaching their goals. Hai is committed to providing customized wealth management solutions to all of his clients.

• First, he takes the time to meet with clients to understand and review their current financial situations and establish their preferences and goals.

• Second, he puts together suggested guidance for asset allocations designed to reflect each client’s income and expectations regarding future value creation.

• And finally, he is consistently in touch with his clients regarding their current plan and potential opportunities.

Hai graduated from the University of California, Los Angeles with a Bachelor of Arts in Economics, and earned an M.B.A. from The Paul Merage School of Business at the University of California, Irvine. During his spare time he is a classroom volunteer for Junior Achievement of Orange County. He and his wife reside in Irvine, with their two children. Hai enjoys spending time with his friends and family, and playing tennis.

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CHRIS IWAMASA

CHRIS IWAMASA

Associate Vice President, Senior Client Associate 

 

Chris joined Rockefeller Capital Management in 2021, prior to that she spent 7 years with the team at Merrill Lynch Wealth Management. She began her career in 1997 as a bank teller, worked her way up through sales in retail banking and after completing her undergraduate degree at UC Irvine, took on the role of managing a Banking Center for Bank of America in Newport Beach. From there she began working with High Net Worth clientele as a Premier Client Manager which led her to her role with Merrill Lynch Wealth Management.

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JOY GONZALES

JOY GONZALES

Client Associate 

 

I was born in the Philippines but grew up in a small town in Northern California. I moved to Orange County in 2016 and graduated with a Bachelors’ degree at California State University, Fullerton in January of 2019.

I began my career in the financial industry in 2016 with Bank of America as a Relationship Banker in Newport Beach. I then had the opportunity to join PBS Wealth Partners as a Client Associate in 2020. I am excited about our new home at Rockefeller Capital Management and welcoming our clients and new prospects to the firm.

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