The Welbaum Group

With more than 30 years of experience in the financial services industry, The Welbaum Group has designed a streamlined process that is built upon UNDERSTANDING, PROFESSIONALISM, and COMMITMENT. We understand clients and companies are unique. There isn’t always a simple solution to your complex problems. Our team practices personalized planning and approaches problems with a holistic perspective. Through goal-based planning, we consider the full picture and account for potential pitfalls. Professionalism is our discipline. It is our fiduciary duty to provide the highest standard of care. We provide unbiased judgment, exercise disciplined investment philosophies, and practice transparency. Your best interest is our first priority. We have a firm commitment to our clients. Our relationship is built on trust, integrity, and dedication. We incorporate partnerships and encourage collaboration when making a decision. Furthermore, our service doesn’t stop with the task on hand.  We take the initiative in providing you future opportunities along with alternative solutions.  Our core principles enable us to help clients manage risk, provide solutions to complex problems, and deliver our suite of services. The Welbaum Group will provide you the resources to make confident financial decisions and guide you through life’s greatest challenges.
Services Include
  • Wealth Management1
  • 401(k) Rollovers
  • Alternative Investments2
  • Asset Management3
  • Corporate Cash Management
  • Exchange Traded Funds4
  • Executive Financial Services5
  • Financial Planning6
  • Life Insurance7
  • Professional Portfolio Management8
  • Qualified Retirement Plans9
  • Retirement Planning10
  • Trust Services*
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Our Clients

Our team provides broad-based financial planning, investment management services, and estate planning strategies. Our clientele consist of corporations, high net worth individuals, pre-retirees, and new retirees so we have gotten very versed in designing and implementing income, asset allocation and cash management strategies. We focus on preservation strategies, alternative investments and tactical asset allocation modeling within our portfolio management, and have created a key principle to guide investment selection that suits our clients’ needs by helping deliver efficient portfolios.

    Location

    1901 Main Street
    7th Floor
    Irvine, CA 92614
    US
    Direct:
    (949) 809-1366(949) 809-1366
    Toll-Free:
    (800) 533-3402(800) 533-3402

    Meet The Focal Group

    About Me

    An experienced Financial Advisor, Bryan with over 33 years of experience.  His educational background, extensive knowledge and experience through a variety of markets make him a solid investment strategist, able to assess the needs of clients based on life styles and the life cycles that are always changing to meet the unique individual needs of clients and companies and employees in managed plans.   
    Bryan has achieved the level of being designated as an Executive Financial Service Director for Morgan Stanley, a team of highly experienced Restricted Securities professionals and 10B5-1 traders, whose position delivers the Firm's Wealth Management services to corporate executives and holders of concentrated positions. The Executive Financial Services team focusing in providing transactional, advisory services and branch training to this very important client segment, including the sale of restricted, control, concentrated stock under SEC Rule 144.

    He is also a Portfolio Manager Director at Morgan Stanley enabling him and his group to provide clients with portfolios managed on a discretionary basis Lines of Business: Retirement Planning and Wealth Management

    Bryan advises high-net-worth clients with a perspective in wealth management, implementing computer-based research seeking to ensure the best investment decisions are made for his clients, representing 300 million in assets as of July 2017. 

    Bryan is a graduate of the University of Central Florida; he is an avid fan of playing basketball, having played in college. He is passionate about youth opportunity through education. This includes his service and support for providing education in the DRC with Africa New Day, as well as being appointed to the Pepperdine University Parent Board as an advisor, supporting excellence in education. Bryan and his wife of 30 years, along with their family, reside in Southern California.

    CA Insurance Lic. # 0D14687
    Securities Agent: TX, CA, WA, TN, SC, PA, OR, OH, NY, NV, NM, NC, ME, HI, GA, FL, DE, DC, CT, CO, AZ; General Securities Representative; Investment Advisor Representative
    NMLS#: 1273110

    About Me

    Peter Irvin is an Executive Financial Service Director for The Welbaum Group at Morgan Stanley Wealth Management. We provide broad-based financial planning, investment management services, and estate planning strategies. We focus on preservation strategies, alternative investments and tactical asset allocation modeling within our portfolio management, and have created a key principle to guide investment selection that suits our clients’ needs by helping deliver efficient portfolios.

    Peter joined Morgan Stanley in 2008 and has over 10 years of experience in the financial services industry. Before joining Morgan Stanley, Peter worked for Wells Fargo Business banking unit which provided a full range of business banking services to customers. 

    Peter earned his Bachelor of Science from the University of Nevada, Las Vegas. He holds certification in Series 7 - General Securities Representative, Series 66 - The Uniform Combined State Law, Series 31 - Executive Financial Services Director certified, Life & Health Insurance License, Bloomberg Certified, Fidelity Advisor Panel, Certified Portfolio Manager and a Certified Plan Fiduciary Adviser.

    Peter has a beautiful wife and two kids. He is also involved with local Orange County's Orangewood Foundation. When away from the office, he enjoys golfing, playing beach volleyball, reading books and articles, traveling to new destinations.

    Areas of focus: Wealth Management, Portfolio Management, Financial Planning, Structured Investments, Cash Management, Retirement Planning, Annuities, Asset Allocation, Insurance, Corporate 401k plans, Building Relationships, Mentoring, Relative Strength Investing and Lending Solutions. Wealth & Retirement Planning: Trust Reviews, Insurance Reviews, Investment Strategies, Tax Planning Strategies. Corporate Services: Cash Management, Retirement Plans (401k/403b/Defined Benefit/Bonus/10b5-1), Restricted Securities and Lending Solutions.

    CA Insurance Lic.# 0G15768
    Securities Agent: TX, CA, WI, WA, UT, TN, SC, PA, OR, OK, OH, NY, NV, NM, NJ, NC, MI, ME, MD, MA, IL, IA, HI, GA, FL, DE, DC, CT, CO, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1264991
    CA Insurance License #: 0G15768
    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
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    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
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    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
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    Business Planning

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    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
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    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
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    Ready to start a conversation? Contact The Focal Group today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

    3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    4An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

    5Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    6Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

    7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    8Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    9Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

    The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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