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Our Firm

The professionals at West Coast Wealth Management have over 30 years of experience in asset management and financial consulting. We are here to listen to your goals and objectives, and to address your financial needs through a sound money management philosophy.

Our Commitment

Our firm’s primary focus is on personalized client service.  We provide our clients with straightforwardness, honesty, and objective financial advice.  We pride ourselves in our integrity and commitment.  We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their dreams.

Our Principle

Whether you are interested in investment management, retirement planning, tax saving strategies, or wealth preservation, we are here to help you to pursue your financial security. If you have any questions about your current financial situation or wish to schedule an appointment, e-mail or give us a call at 805-643-4600