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Sheffield & Sutton Wealth Management

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Wesley James Sutton Profile Picture

    Wesley Sutton, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OR
    • TX
    • UT
    • VA

    As a Financial Advisor and Certified Financial Planner professional, Wes Sutton has served the comprehensive wealth and portfolio management needs of families, business owners, corporate executives and charitable foundations since 2003.

    Wes holds a Bachelor’s degree in economics, with an emphasis on finance and accounting, from the University of California at Irvine (UCI) and was awarded the Certified Financial Planner designation from the CFP Board of Standards, Washington D.C. He and his wife, Jamie, live in Laguna Niguel with their two daughters, Olivia and Piper. Aside from family and business, Wes’s interests include classic cars, golf, and baseball.

      • University of California at Irvine (UCI), Bachelor’s degree in economics, with an emphasis on finance and accounting
      • CERTIFIED FINANCIAL PLANNER™
      888 San Clemente Drive
      Suite 300
      Newport Beach, CA 92660
    • Byron Thomas Sheffield Profile Picture

      Byron Sheffield

      Executive Director

      Senior Wealth Strategy Associate

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      • AR
      • AZ
      • CA
      • CO
      • FL
      • GA
      • HI
      • KY
      • LA
      • MA
      • MD
      • MT
      • NC
      • NJ
      • NV
      • NY
      • OR
      • TX
      • UT
      • VA

      Since beginning his career in 1983, Tom Sheffield has been singularly focused on helping his clients reach their financial goals. He is currently a Senior Vice President – Wealth Management and a discretionary Portfolio Manager with UBS Financial Services Inc.

      Tom earned a Bachelor's degree in economics from the University of California at Los Angeles (UCLA) where he played on the Bruins football team. Tom is an avid golfer and member of El Niguel country club. He lives in Laguna Niguel with his wife, Ruthie, and has two sons, Brendon and Jack.

        • University of California at Los Angeles (UCLA), Bachelor's degree in economics
          888 San Clemente Drive
          Suite 300
          Newport Beach, CA 92660
        • Jamee Felicia Rush Profile Picture

          Jamee Rush

          Senior Client Associate

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          • AR
          • AZ
          • CA
          • CO
          • FL
          • GA
          • KY
          • MD
          • MT
          • NC
          • NJ
          • NV
          • OR
          • TX
          • UT
          • VA

          As a Senior Registered Client Service Associate and integral part of the team, Jamee Rush leverages her nearly 20 years of financial services experience to expertly deliver Sheffield & Sutton Wealth Management's signature client experience.

          Jamee earned a Bachelor’s degree in business economics from the University of California at Santa Barbara (UCSB). She lives in Dana Point with her husband, Shawn, and son, Charlie. Jamee’s interests include water skiing, hiking and participating in 10k runs.

            • University of California at Santa Barbara, Bachelor’s degree in business economics
              888 San Clemente Drive
              Suite 300
              Newport Beach, CA 92660
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            Managing wealth is our craft

            We’re committed to understanding what wealth means for you.

            At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

            Backed by the strength of UBS

            A global leader in wealth management

            $5+ trillion

            In invested assets globally 
            As of 11/07/2023

            51 countries

            Our global footprint

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            UBS is a world-leading wealth manager

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