Central Coast Wealth Management, LLC - Home

Central Coast Wealth Management's mission is to be the pre-eminent financial services firm on the Central Coast of California by helping our clients integrate multi-dimensional aspects of their finances in order to lessen overall risk and be tax efficient in the process.

The professionals of Central Coast Wealth Management LLC provide independent, customized, financial solutions utilizing a boutique broker/dealer (Commonwealth Financial Network®) to focus on high-net-worth individuals and businesses. We help clients in all stages of wealth management-accumulating, preserving, and transferring (creating a legacy) utilizing asset allocation* strategies customized for each situation. In addition to coordinating financial affairs for high-net-worth families, helping companies maximize the benefit of their corporate 401(k) plan is another area of expertise.

*Asset allocation does not protect against loss of principal due to market fluctuations. It is a method used to help manage investment risk.

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Wealth Management

Through a comprehensive process, we will create a strategy for managing your financial life.   Our team is here to personalize a long-term custom plan for you, the family, or business.   

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401(k) Services

Central Coast Wealth Management handles over 30 401k accounts for businesses.  The employer-sponsored retirement plans we offer are defined benefit and defined contribution, with an excellenet range of investment options.

Everplans is a legacy planning tool for your family.  Clients are guided through a step by step process of securely storing and sharing vital documents and final wishes.

​Requst invite to Everplans​