Broker Check

Our Financial Services Firm

Our Approach

The professionals at West Coast Wealth Management have 40 years of combined experience in investment management and financial consulting. We are here to listen to your goals and objectives, and to address your financial needs through money management approaches.

Our Primary Purpose

Our Commitment
Our primary focus is on personalized client service. We provide our clients with straightforward communication, transparency, and knowledgeable financial advice. We pride ourselves in our integrity and commitment to sound financial principles. 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 planning strategies, or wealth preservation, we are here to help you to pursue your financial objectives. 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.

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed with the goal to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Have a Question?

Thank you!