Your life. Your wealth. Your future.

Pursue what matters most

NCWM Team Pic

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • James C. Riley Profile Picture

    James C. Riley, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • AR
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • LA
    • MI
    • MT
    • NC
    • NH
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    Jim serves as a Senior Partner for Newport Center Wealth Management.  He has worked in the financial services industry since 1991 and has been managing private client wealth since 1994.  Jim worked at Merrill Lynch for over 20 years as a Senior Financial Advisor and prior to that he worked as an accountant with one of the largest CPA firms in the country. Jim is a graduate of California State University, Long Beach with studies in communications, accounting, and finance.  He also served over four years in the U.S. Marine Corps and graduated from the U.S. Marine Corps Officer Candidate School in Quantico, Virginia. Jim is a sportsman and enjoys hiking and spending time in the great-outdoors.  He also enjoys, trail running, mountain biking, and serving his community. 

    CA Insurance License #0B51948

    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • California State University, Long Beach, Studies in Communications, Accounting, and Finance
    • Chartered Retirement Planning Counselor℠
    Lending services
    Financial planning
    Estate planning strategies
    Exit planning
    Investing
    Alternative investments
    Multi-generational families
    Business owners
    888 San Clemente Drive
    Suite 300
    Newport Beach, CA 92660
  • Travis

    Travis L. Smith, CFP®

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • AR
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • LA
    • MI
    • MT
    • NC
    • NH
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    Travis is a CERTIFIED FINANCIAL PLANNER™ professional focusing on the team’s overall strategy and implementing various wealth management strategies for clients of Newport Center Wealth Management. His holistic approach to integrative financial planning strives to provide clients with confidence and peace of mind. He helps clients achieve their most cherished goals throughout the phases of wealth accumulation, preservation and distribution during and after life.

    Travis began his career in the commercial real estate industry as an industrial and office broker representing property owners and businesses in their real estate needs. In 2011 he joined his father, Steve, at Merrill Lynch and formed the Smith Group before later joining UBS in 2016. Travis received a Division 1 scholarship to play basketball at the University of San Diego and graduated with a Bachelor Of Arts Degree in Business Administration with an emphasis in real estate.

    Travis currently resides in San Clemente with his wife Lena, their daughter and son, and their two English Cream Golden Retrievers. He enjoys the great outdoors and staying active, sporting events, traveling, reading, and spending time with his friends and family. 

          888 San Clemente Drive
          Suite 300
          Newport Beach, CA 92660
        • Adam Christopher Koyanagi Profile Picture

          Adam Koyanagi, CFP, CRPS

          Senior Vice President–Wealth Management

          Financial Advisor

          • image
          • image
          • image
          • AR
          • AZ
          • CA
          • CO
          • DE
          • FL
          • GA
          • HI
          • ID
          • IL
          • LA
          • MI
          • MT
          • NC
          • NH
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA

          Adam has been a professional in the financial services industry since 2001. With a wealth of experience, Adam and his team have honed a process-driven approach to wealth management, placing financial planning at the heart of their practice. Understanding that clients' lives evolve and their needs change, Adam believes in providing holistic and personalized financial planning to instill the confidence necessary for pursuing their life goals.

          Adam holds a degree in Business Administration from California State University, Fullerton, and is a firm believer in lifelong learning. He has achieved the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Plans Specialist℠ professional designations and continues to expand his knowledge through additional education from institutions such as UCI and Yale.

          Beyond his professional endeavors, Adam finds joy in spending time with his wife, Angie, and their dog, Blue. His hobbies include reading, woodworking, golf, and various other interests outside the office. Adam actively contributes to the community and currently serves on the Finance and Investment Committee for the Philanthropic Foundation at California State University, Fullerton (CSUF). He is a past president of the CSUF alumni association and has lent support to children's charities focused on current and former foster youth.

          CA Insurance License #0G689090

          • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

          • California State University, Fullerton , B.A. in Business Administration
          • CERTIFIED FINANCIAL PLANNER™
          • Chartered Retirement Plans Specialist℠
          Financial planning
          Retirement planning
          Estate planning strategies
          Exit planning
          Investing
          Alternative investments
          Multi-generational families
          Business owners
          888 San Clemente Drive
          Suite 300
          Newport Beach, CA 92660
        • Steve

          Steven L. Smith

          Senior Vice President–Wealth Management

          Financial Advisor

          • image
          • image
          • AR
          • AZ
          • CA
          • CO
          • DE
          • FL
          • GA
          • HI
          • ID
          • IL
          • LA
          • MI
          • MT
          • NC
          • NH
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA

          Steve began his career in the financial services industry in 1981 as a pension advisor and became a financial advisor with Merrill Lynch in 1983. He brings more than 40 years of financial and wealth management experience to Newport Center Wealth Management. Areas of focus include retirement and income planning, tax advantaged strategies, estate planning services - wealth structuring, transfer, and gifting.

          Steve received a Division 1 scholarship to play football at Utah State and later graduated from California State University, Fullerton with a Bachelor of Arts Degree in Business Administration with an emphasis in finance. He lives in San Clemente, California with his wife. He has four sons and seven grandchildren. He enjoys beach time with family and friends, riding his bike and walking the beach trail, serving his community, and is an avid sports fan.

                888 San Clemente Drive
                Suite 300
                Newport Beach, CA 92660
              • Dean Riley Photo

                Dean Riley

                Financial Advisor

                • image
                • image
                • AK
                • AL
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IA
                • ID
                • IL
                • IN
                • KS
                • KY
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • MS
                • MT
                • NC
                • ND
                • NE
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • PR
                • RI
                • SC
                • SD
                • TN
                • TX
                • UT
                • VA
                • VI
                • VT
                • WA
                • WI
                • WV
                • WY

                Dean started working as a Financial Advisor in the Intergenerational Advisor Program (IGAP) in July 2021 at UBS’s Weehawken, NJ office. Before joining UBS, he worked in Commercial Real Estate at Lee & Associates for three years, specializing in the central Los Angeles Market. Dean is a graduate of the University of Colorado at Boulder, where he was an active member of the Sigma Alpha Epsilon Fraternity and enjoyed his free time skiing and spending time in the mountains of Colorado. Dean and his wife live in Newport Beach and enjoy skiing, hiking, and spending time in the outdoors.

                 

                CA Insurance License # 4275742

                  • University of Colorado Boulder
                    Lending services
                    Financial planning
                    Investing
                    Structured products
                    Multi-generational families
                    Entrepreneurs
                    Professionals
                    Securities-backed lending
                    888 San Clemente Drive
                    Suite 300
                    Newport Beach, CA 92660
                  • casey

                    Casey T. Williams, CFP®

                    Wealth Strategy Associate

                    • image
                    • image
                    • AR
                    • AZ
                    • CA
                    • CO
                    • FL
                    • GA
                    • HI
                    • ID
                    • MI
                    • MT
                    • OH
                    • OR
                    • PA
                    • SC
                    • TN
                    • TX
                    • UT
                    • VA
                    • WA

                    Casey is a CERTIFIED FINANCIAL PLANNER™ professional who focuses on wealth management and planning, as well as overseeing the day-to-day team management and operational service for clients of Newport Center Wealth Management. Casey has over 16 years of industry experience and began his career with Merrill Lynch in 2007 and began working with Steve in 2008.

                    With his passion for helping clients achieve financial security, Casey is committed to providing personalized solutions tailored to each client’s unique needs. He understands the importance of building long-lasting relationships with clients based on trust and communication and always strives to deliver exceptional service using a goals-based approach.

                    Casey graduated from California State Polytechnic University, Pomona with a Bachelor of Arts Degree in Philosophy while focusing on business ethics and law. He lives in Rancho Santa Margarita, California with his wife and daughter, Amanda and Avery, and two rescue dogs. In addition to his professional life, he enjoys playing guitar, playing soccer, reading, and spending quality time with his family.

                          888 San Clemente Drive
                          Suite 300
                          Newport Beach, CA 92660
                        • Karin Leann Jackman  Profile Picture

                          Karin L. Jackman

                          Wealth Management Associate

                          • image
                          • image
                          • AZ
                          • CA
                          • NY

                          Karin focuses on the administrative side of the business and providing excellent service to both clients and the team. With a full license and extensive experience in financial services, she brings a deep understanding of the industry and a passion for helping clients and building relationships. She has been married to her husband for 25 years and has raised two wonderful sons. Outside of the office, Karin enjoys traveling and spending time with family.

                                Banking
                                Lending services
                                Cash management
                                Securities-backed lending
                                Multi-generational families
                                Business owners
                                Professionals
                                888 San Clemente Drive
                                Suite 300
                                Newport Beach, CA 92660
                              • Bre

                                Brelynn K. Viloria

                                Client Associate

                                • image
                                • image

                                  Brelynn is a Client Associate for Newport Center Wealth Management. Her primary focus is providing administrative support to the team with an emphasis on client experience and executing exceptional service. Bre’s previous work experience includes positions in marketing and educating young children.

                                  Brelynn recently completed her degree in Psychology and is pursuing a degree in Sociology at Cal State Fullerton. She was born, raised and currently resides on the Balboa Peninsula in Newport Beach. In her free time, she enjoys crocheting, reading, puzzles and spending time with family. 

                                        888 San Clemente Drive
                                        Suite 300
                                        Newport Beach, CA 92660

                                      Connecting you to the deep resources of UBS

                                      By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                                      Multigenerational wealth planning

                                      Multigenerational wealth planning

                                      Investment management

                                      Investment management

                                      Advice for business owners

                                      Advice for business owners

                                      Life is unpredictable. Could we be better prepared?

                                      For some of life's questions you're not alone. Together we can find the answer.

                                      With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

                                      Backed by the strength of UBS

                                      A global leader in wealth management

                                      #1

                                      For Ultra-High Net Worth clients

                                      Euromoney Private Banking and Wealth Management Survey, 2016-2020

                                      $3.9 trillion

                                      In invested assets globally 
                                      As of 12/31/2022

                                      #1

                                      Serving Business Owners

                                      Euromoney Private Banking and Wealth Management Survey, 2020

                                      Insights