Wealth Management In Orange County

Fiduciary wealth management for individuals, families and business owners coordinated from our Newport Beach office and serving all of Orange County.

Schedule A Conversation Or call (949) 763-4114
FiduciaryRegistered Investment Adviser
CFP® LedSeries 7, 65, 63
Newport BeachWest Coast Hwy office
Orange CountyServing communities countywide

One Wealth Management Relationship For Orange County Families

Significant wealth brings decisions that rarely have a single right answer. Concentrated stock, a business sale, multiple properties, deferred compensation, charitable intent, and children who will one day inherit all of it. Each choice touches the others, and handling them one at a time tends to leave value on the table.

Onitus Capital is a registered investment adviser serving Orange County from our office in Newport Beach. We work with individuals and families who want one advisory relationship that sees the entire picture: portfolio design, retirement income, tax-aware decisions, insurance, and estate coordination. This page is the overview of that work, and each service below links to a deeper look at how we handle it.

As a fiduciary, our advisory recommendations are made in your best interest. That standard is the starting point of every conversation, not a selling point we add at the end.

Why Coordinated Advice Matters At This Level

The more moving parts a financial plan has, the easier it becomes for them to work against each other when they are managed separately. Coordinated planning considers how each area of your plan affects the others.

Taxes Follow Every Decision

When to realize gains, which accounts to draw from, how to time a charitable gift. The investment answer and the tax answer are the same answer, and they should be worked out together rather than reconciled in April.

Concentration Creates Silent Risk

A single position, a single employer, or a single property can quietly represent the majority of a balance sheet. Recognizing that exposure is straightforward. Unwinding it thoughtfully, and with tax consequences in view, takes planning.

Retirement Income Is A Sequencing Problem

Withdrawal order, Social Security timing, Roth conversion windows, and required minimum distributions interact. The order you spend in can matter as much as what you own.

Legacy Needs Documents And Alignment

Beneficiary designations override wills. Titling overrides intentions. Coordinating investments with estate documents keeps the plan on paper matching the plan in practice.

Services We Provide

Six disciplines, one relationship.

Investment Management

Portfolio construction and ongoing management aligned to your goals, horizon, and tolerance for risk.

Retirement Planning

Income sequencing, Social Security timing, and withdrawal strategy for a long retirement.

Tax Planning Strategies

Coordination with your CPA on account location, gain realization, and charitable timing all year.

Estate Planning

Titling, beneficiary designations, and trust structures aligned with what you intend.

Life Insurance Planning

Existing coverage reviewed against the protection your family and estate plan need.

Social Security Planning

Claiming age and timing decisions coordinated with your other retirement income sources.

Why Orange County Clients Work With Us

Choosing an advisor is a decision about whom to trust with your family's future. Our value comes from experience, transparency, and a standard of care that puts your interests first.

We are an independent registered investment adviser based on West Coast Highway in Newport Beach, and we meet with clients across Orange County face to face.


  • Fiduciary Standard Of Care

    Our advisory recommendations are made in your best interest, with advice shaped by your goals rather than product sales.

  • Credentialed Planning

    CERTIFIED FINANCIAL PLANNER™ professional credentials, with Series 7, 65, and 63 registrations and California Life, Health, and Accident licensing.

  • Rooted In Newport Beach

    Our office sits at 2901 West Coast Hwy, and we serve families throughout Orange County in person.

  • Comprehensive And Coordinated

    Investments, retirement, tax, insurance, and estate strategy handled together, so no part of the plan works in isolation.

Kyle Soucy, CFP, Managing Member and Chief Compliance Officer at Onitus Capital

Kyle Soucy, CFP®

Managing Member & Chief Compliance Officer

Kyle brings experience and expertise to his clients through holistic financial planning. An Economics graduate of the University of Connecticut, he has worked across a range of financial firms specializing in strategic and active asset management as well as privately held investments. As a Regional Vice President for a Boston based asset management firm, he worked with hundreds of financial advisors on how to invest client assets against their stated goals. He specializes in alternative investments, including private equity and venture capital, and his background in investment banking informs how he evaluates opportunities for individual and institutional clients.

CFP®, Series 7, 65, 63, CA Life/Health/Accident, CA Property & Casualty

Read Kyle's full bio

Areas We Serve

Our office sits at 2901 West Coast Hwy, Suite 200, in Newport Beach, and we meet with clients in person throughout Orange County. If you are looking specifically for a financial advisor in Newport Beach, this page covers our local practice in more depth.

Office Location

2901 West Coast Hwy, Suite 200
Newport Beach, CA 92663

Mailing Address

3857 Birch St. Ste 5059,
Newport Beach, CA 92660
(949) 763-4114
Monday to Friday, 8:00 AM to 5:00 PM
Saturday and Sunday by appointment

Communities We Work With

  • Newport Beach
  • Corona del Mar
  • Costa Mesa
  • Irvine
  • Laguna Beach
  • Long Hills
  • Long Beach
  • Newport Coast
  • Huntington Beach
  • Tustin

Don't see your location? Schedule a free consultation to discuss how we can work together.

We also offer advisory services to residents of states where the firm is registered or exempt from registration.

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