670 East Thompson Boulevard
Live for Today and Plan for Tomorrow
Financial education, meticulous planning, & clear guidance for your family and for your future
We offer advice & support through all of life's milestones
Your Journey Starts Here
We can help you bridge the gap between where you are and where you want to be
As an independent financial services firm, we are committed to offering comprehensive and independent advice.
We offer a full range of investment and financial services and have access to a wide array of strategies.
We strive to build long-lasting relationships with our clients, offering education and guidance.
Our team approach offers a wide range of services to provide more benefits to our clients.
Our resource center offers a broad spectrum of timely, informative articles written with you in mind.
LPL Financial Advisor, LPL Branch Manager
LPL Financial Planning Assistant
Client Services Manager
This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed with the goal to help your clients know the recipe for success in retirement.
"I have had the pleasure of working with Eric, Lynne, Amy and the rest of their team for many years. Everyone at their office is competent and kind. We have many mutual clients, and their team is always willing to go above and beyond to make things easy for the clients to understand and accomplish. They are knowledgeable and break things down in easy to understand terms, which is important when dealing with finances. I would not hesitate to refer them to anybody looking for great financial planner!"
- Sasha Collins, Attorney at Law
“My finances have been under the care of West Coast Wealth Management and LPL Financial for at least the last 13 years. When my mom passed away, we relied on Eric and his team so much. West Coast Wealth helped us through a tough time. I was in touch with them daily, and everything worked out great. They could not have been better. I will be forever grateful and will be sending the next generation of family and friends to them also. Most of my family and some friends transferred their needs over to them. I live up in Washington state and Eric and Lynne came by one year to go over things in person. What a pleasure to finally meet them and to see them in action. All of Eric's employees are great and are always glad to help you in any way possible. We will forever be sending friends and family to them. It is great and so rare to trust people so much.”
- Christopher Daufen