Driven by your life's goals Holistic wealth management

Levin Wealth Management Edward S. Levin, Susan Pena Lund, June Brenda Bahr

Levin Wealth Management


phone

949-717-5615
888-412-6637



phone

855-216-1950





address

888 San Clemente Drive
Suite 300
Newport Beach, CA 92660



It's vital to take a holistic approach to wealth management, and it all begins with this promise: to provide you with the insight and perspective that, over time, can make a valuable difference in your life. Whether it's to protect your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the guidance you need to gain clarity, weigh your next steps, and choose a strategy you can depend on and begin acting on today.


Ed Levin has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, 2019



Insights

Creating a lasting and positive impact

Creating a lasting and positive impact

Creating your legacy

Creating a legacy that lasts