Newport Beach Office

Anchored in Newport Beach, our Orange County office reflects Whittier Trust’s deep commitment to service, to our clients, and to the broader community. In a region known for entrepreneurial drive and philanthropic spirit, we take pride in doing more than managing wealth; we invest in people, purpose, and place. That commitment was recognized in 2024 when the Orange County Business Journal named us the #1 Best Midsize Company to Work For, our fifth OCBJ honor in six years. Whether supporting the Second Harvest Food Bank’s “No Lunch” Lunch, attending The Ecology Center’s Community Table dinners, volunteering at the Orange County Food Bank, or helping drive Boy Scouts fundraising at the Newport Beach Country Club, our team shows up with intention. We also cultivate business leadership through organizations such as Men of Breakfast, where our team joins other values-driven professionals to strengthen our community. In all we do, we strive to reflect the legacy of care that distinguishes Whittier Trust: purposeful, personal, and profoundly local.