Communications

Welcome to Bellwether Financial Group’s corporate press room – learn the latest news on our portfolio companies by visiting their websites directly. Our press room contains a partial list of articles related to Bellwether Financial Group and our team members.

View previous News & Updates

Bellwether Announces Slip Fee Increases in Dana Point Harbor Starting in October

DANA POINT— Plans have been announced to increase slip fees in Dana Point Harbor as construction nears for a large-scale redevelopment of the marina. Bellwether Financial, a part of Dana…

Dana Point Boaters Respond to Notice of Slip Rate Increases

On Monday, June 21, tenants of the Dana Point Harbor Marina received notice that there would be slip rate increases—news that many boaters had anticipated but still dreaded. When Dana…

Dana Point Harbor Plan Moves Ahead

After several years of planning, the development team behind the overhaul of Dana Point Harbor is poised to begin construction soon on the first phases of the $330 million project. Burnham Ward…

Coastal Commission Issues Permit for Dana Point Harbor’s Marina Revitalization

The California Coastal Commission has issued approval to Dana Point Harbor Partners to begin construction on the redevelopment of the marinas. The $330 million redevelopment of Dana Point Harbor has…

Marina Construction Will Begin in West Basin for First Phase of $330 Million Dana Point Harbor Renovation

New docks and piles should start to appear in Dana Point Harbor’s West Basin later this year. And, when they do, it will signal the start of the first phase…

Dana Point Harbor Marina Redevelopment Gets Green Light from Coastal Commission

On Wednesday, Sept. 9, the California Coastal Commission unanimously supported a development permit for Bellwether Financial Group, a marina development firm that, with two other development groups working as Dana…

Joe Ueberroth Discusses Marina Development and Industry Trends

Marina Dock Age magazine talked with Joe Ueberroth, owner and CEO of Bellingham Marine. Ueberroth’s investment firm Bellwether is also part owner of Dana Point Harbor Partners, the partnership that…

Cover Story: P3 cures planning paralysis at Dana Point | May/June 2019

The contract was awarded to Dana Point Harbor Partners (DPHP). The partnership comprises Bellwether Financial Group (waterside) led by Joe Ueberroth, Burnham Ward (retail) led by Scott Burnham and Bryon…

Bellwether Financial Group Invests $20 Million in Clubspeed

Bellwether Financial Group announced the completion of a $20 million equity investment made with Nadavon Capital Partners in Clubspeed, an international leader in cloud-based SaaS solutions designed to enhance customer…

Bellwether Boosts Hospitality Work

Bellwether Financial Group names Irvine Co. veteran Ralph Grippo as a Principal providing a signal on the future direction of the company’s coastal projects, including the renovation of Dana Point…

Lease for $330 Million Dana Point Harbor is Inked

On the waterside, Ueberroth plans to build docks that will fit the needs of the future. He plans to reduce the number of slips in the harbor from 2,451 to…

Supervisor Bartlett holds a press conference in Dana Point with Bellwether, Burnham Ward & R.D.Olson kicking off the new management of Dana Point Harbor

Pictured left to right: Bob Olson | R.D. Olson, Joe Ueberroth | Bellwether Financial Group, Bryon Ward | Burnham Ward, Supervisor Lisa Bartlett, Don Hansen & Donna Kalez | Dana…

Bellwether Celebrates the Signing of the Dana Point Harbor Lease with Partners Burnham Ward & R.D. Olson

Pictured left to right: Bob Olson, Bryon Ward, and Joe Ueberroth.

Developers Detail Final Renovation Plans for Dana Point Harbor

DANA POINT — Just days before a Newport Beach developer group inks a 66-year deal with the County of Orange to renovate the 47-year-old Dana Point Harbor, boaters, merchants and…

Orange County and private developers plan another meeting for Dana Point Harbor Revitalization

DANA POINT — There are many, in the wake of a vague planning meeting concerning the planned update of Dana Point Harbor, who still have questions about the recently presented…

Dana Point boaters, Merchants Get Closer Look at What Harbor and Marina Will Look Like After $330 million Overhaul

Boaters and merchants got a first look Monday, Sept. 24, at what the renovated Dana Point marina will look like after the 47-year-old Dana Point Harbor undergoes a $330 million…

Bellwether Financial Group Completes Capital Raise for HRsoft

Bellwether Financial Group (“Bellwether”) today announced the completion of a Series B Preferred Stock round it led on behalf of HRsoft, a leader in cloud-based SaaS solutions for compensation and…

Bellwether Financial and DPHP get the go-ahead for $330 million Dana Point Harbor renovation

Dana Point Harbor merchants and boaters let out a collective sigh of relief on Tuesday, July 17, as a more-than-20-year-old plan to renovate Dana Point Harbor moved closer to reality….

Past Articles

OC Supervisors OK Dana Point Harbor overhaul | July 17, 2018 [Read more…] Dana Point Harbor Partners provides lease details to the Dana Point Advisory Board | July 5, 2018 [Read more…]…