The licensed professionals at Pacific Coast Wealth Management offer all-encompassing services for our clients. Research proves that most investors underperform the markets in general and their own investment funds due to poor investment decisions. PCWM focuses on investment behavior, choices, decisions, risk tolerance and communication to build a long term financial plan crafted and monitored carefully with each client.
Our professionals considers a clients' complete financial situation; their ability to handle risk and sleep at night, their income, spending, taxes, mortgage, insurance, trust, wills, real estate holdings, and investment portfolio. This top down view of a clients overall wealth combined with a bottom up view of a clients risk tolerance, decision tendencies and time horizon create the foundation of a financial plan. PCWM strives for a high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.
The professionals at Pacific Coast Wealth Management are committed to working with clients to help them avoid "The Big Mistakes" that can erase years of saving, planning and investing. Examples of "The Big Mistakes" include:
A Financial Plan requires trust and communication. The professionals at PCWM build relationships because we function as our clients':
Pacific Coast Wealth Management has a detailed process to help provide outstanding results to our clients: