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  • Dewane Investment Strategies
    2429 W Coast Hwy Ste 207 Newport Beach, CA 92663-4745 T: 949.631.7200 F: 949.631.7272 TF: 888.880.7537
    Map and Directions Map and Directions

Sophisticated wealth management to serve your individual needs

Eagle

The clients we serve are extraordinary individuals who are converting their visions and ambitions into achievements designed and destined to transform America.

The preservation and management of the wealth they generate requires the well-reasoned and principled counsel of an established financial team. At Dewane Investment Strategies, we are not only inspired by what our clients have achieved, but are committed to helping them thrive – for the good of their families, communities and country.

Ryan Dewane
Ryan Dewane
Investment Professional
Shawn Dewane
Shawn Dewane
Registered Principal Investment Management Consultant
Tracey Dewane
Tracey Dewane
Registered Principal
Ryan Dewane
Ryan Dewane
Investment Professional
Shawn Dewane
Shawn Dewane
Registered Principal Investment Management Consultant

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

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Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.

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Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team aims to help you propel forward with a sophisticated, well-crafted plan.

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Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

Corporate Executives
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Corporate Executives

Helping you manage your financial success
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Business Owners
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Business Owners

Unique solutions for business owners and entrepreneurs.
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Family Offices
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Family Offices

Sophisticated expertise in planning for today and future generati...
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Endowments & Foundations
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Endowments & Foundations

Delivering strategic solutions to support and sustain the mission...
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Families & Individuals
Read More

Families & Individuals

A pragmatic approach to wealth management
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Niches
Corporate Executives
Read More

Corporate Executives

Helping you manage your financial success
03

Niches
Business Owners
Read More

Business Owners

Unique solutions for business owners and entrepreneurs.
04

Niches
Family Offices
Read More

Family Offices

Sophisticated expertise in planning for today and future generati...
05

Niches
Endowments & Foundations
Read More

Endowments & Foundations

Delivering strategic solutions to support and sustain the mission...
01

Niches
Families & Individuals
Read More

Families & Individuals

A pragmatic approach to wealth management
02

Niches
Corporate Executives
Read More

Corporate Executives

Helping you manage your financial success
03

Niches

Individual endeavor can change the course of history for the better.
Benjamin Franklin

Are you ready? Let’s uncover the possibility of working together.

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Dewane Investment StrategiesDewane Investment Strategies
  • 2429 W Coast Hwy Ste 207 Newport Beach, CA 92663-4745
  • 949.631.7200
  • 949.631.7272
  • 888.880.7537
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Dewane Investment Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.

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