Broker Check
Oakstone Wealth Management

Oakstone Wealth Management
1500 Quail Street, Suite 470
Newport Beach, California 92660
Phone: (949) 387-5211
Fax: (949) 387-5224


Retirement Plans

At Oakstone Wealth Management, one of our primary focuses is corporate retirement plans.  Below are many of the companies we serve in Southern California .

  • Able Industrial Products 401K, Ontario, CA
  • Arizona Leather Company, Chino, CA
  • Beauty 21 Cosmetics, Inc.,  Rancho Cucamonga, CA
  • Brad Barry Company, Chino, CA
  • CA Deposition Reporters, West Covina, CA
  • JLMC, Inc., Ontario, CA
  • Joseph Holt Plastering, Inc., Ontario, CA
  • Law Office of D. Wayne Leech, El Monte, CA
  • McGuff Company, Inc., Santa Ana, CA
  • McMurray Stern, Inc., Santa Fe Springs, CA
  • Melco Steel, Inc., Azusa, CA
  • MGL USA, Inc., Diamond Bar, CA
  • Mitchell Laboratories, Inc., Pico Rivera, CA
  • Nickel & Dime Bookkeeping, Inc., Upland, CA
  • Otto Instrument Service, Ontario, CA
  • P.J Fox Enterprises, Rancho Cucamonga, CA
  • Riley Electric, Inc., Upland, CA
  • Rogers Nemeth Germain, Irvine, CA
  • SGI Construction Management, Pasadena, CA
  • The Salvation Army West Coast, Long Beach, CA
  • West Coast Construction, Rancho Cucamonga, CA
  • WiSpry, Inc., Irvine, CA

It is not known whether the listed clients approve or disapprove of the advisor or the advisory/brokerage services provided.