Our Story

GRCAM is a SEC Registered Investment Advisor (RIA) firm located in Newport Beach, California. GRCAM has over 30 years of history with its private clients and institutions. GRCAM is a full service wealth management firm with services in all aspects of financial planning (for both individuals and businesses), including life and health insurance, property and casualty insurance, long term care, investment management, 401k and employee benefits. We are committed to providing independent advice, resources and guidance to individuals and families seeking to grow intellectually, financially and in social capital in a sustainable manner for succeeding generations.