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120 Vantis Suite 300 Aliso Viejo, CA 92656

949-637-7052
blair@pacificcoastwealthmanagement.com
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We help you make retirement an adventure worth sharing.

Our Approach

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Personalized Financial Services

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Protecting your Legacy

As Warren Buffett said, you can sit in the shade tomorrow because of the tree you planted today.Investment accounts, Retirement plans, 401k, IRAs, 529s, Charitable giving and Trust management are all part of helping build protect your legacy.

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Avoid the Big Mistake

It only takes one Big Mistake to erase decades of saving, investing and planning. Ever heard the term penny wise and pound foolish? Is your investment portfolio picking up pennies in front of a steamroller? You know a stitch in time saves nine, same concept with financial plans. There are many examples of the Big Mistake but a few of the major mistakes can be found by clicking below.

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Wealth Management

At it's simplest, investing is saving - a boring, slow, marathon process. If you want excitement go to Las Vegas and put your money on black. When it comes to Wealth Management PCWM subscribes to the principle of detailed, specific plans built with goals and benchmarks. We don't trade, buy and sell for the excitement. Don't just do something, sit there. Get advice, build a plan.

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College Planning

Rising education costs require a forward-thinking plan. The professionals at PCWM can help you prepare for one of life’s biggest investments. Advanced Financial Planning tools and a variety of educational IRA, 529 and/or UTMA/UGMA accounts will allow you to build funds for your children's education and help them launch a career.

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401k & IRA Rollovers

Managing your company’s 401k program can seem complicated, but the professionals at PCWM can help make it easier. Our benefit strategies will help leave your employees in good standing.  We also are experts in IRA & 401k rollovers & funding.

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<b>YOUR BEHAVIOR MATTERS MORE THAN THE MARKET</b>

YOUR BEHAVIOR MATTERS MORE THAN THE MARKET

MOST FIRMS MANAGE MONEY. WE MANAGE PEOPLE.

ANYONE WILL MANAGE YOUR MONEY. WHO’S MANAGING YOU?

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