WEST COAST FINANCIAL WEALTH MANAGEMENT, INC

Overview

West Coast Financial Wealth Management, Inc. operates as an independent registered investment adviser serving individual and family clients. The firm charges fees as a percentage of assets under management and supplements advisory work with insurance brokerage and financial planning services. Its business mix suggests a client focus on wealth preservation and retirement planning, using insurance products alongside portfolio management. The adviser reports no active ESG investment program and is not positioned as a multi-state or pension consultant adviser. Investment activity emphasizes publicly traded equities — exchange-traded equities are the single largest asset class on the books — while allocation decisions appear conservative and tailored to individual client needs. The firm does not act as a capital allocator to external private managers in a broad sense, but it does direct client capital into selected third-party real estate strategies when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices