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.

Couple on beach celebrating
 

 

​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

Overhead view of people in a meeting
 

 

​401(k) Services​ 

Central Coast Wealth Management handles more than 30 401(k) accounts for businesses.

Zone in on the details of your financial information by exploring our Financial Calculators.

​Explore our Financial Calculators​ 

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.

​Request Everplans Invitation​