West Coast Wealth Management

Building a Secure Financial Future Together

West Coast Wealth is an independent financial services firm dedicated to empowering individuals and families to achieve their financial goals and plan for the future. We believe in personalized financial guidance, open communication, and creating lasting relationships with our clients.

Who We Are

Our team of experienced professionals, led by Eric Peterson, has a proven track record in providing comprehensive wealth management services to individuals and small businesses. We are passionate about helping clients navigate the complexities of financial planning and making informed financial decisions.

Our Mission

Our mission is to provide personalized, tailored financial guidance and empower clients to make well-informed financial decisions for their future. We strive to:

• Understand each client's unique financial situation and goals
• Develop customized plans that align with their individual needs and aspirations
• Provide clear explanations and ongoing communication throughout the process
• Empower clients to take control of their financial well-being

Our Approach

We believe in building lasting relationships with our clients and take a holistic approach to financial planning. This involves:

• Gathering comprehensive financial information
• Assessing risk tolerance and financial goals
• Developing a personalized financial plan
• Regularly reviewing and adjusting the plan as needed
• Providing ongoing support and guidance

Our Services

West Coast Wealth offers a wide range of services to meet your diverse financial needs, including:

• Investment Planning: Portfolio management, retirement planning, estate planning, and wealth preservation strategies.
• Retirement Planning: Maximizing retirement accounts, planning for social security, and understanding post-retirement income sources.
• Estate Planning: Creating comprehensive estate plans and addressing potential financial risks.
• Insurance Planning: Reviewing your current coverage and identifying potential gaps.
• Financial Guidance: Budgeting, expense management, and financial education.

Choose West Coast Wealth for

• Personalized and individualized financial guidance
• Comprehensive and transparent planning process
• Access to a team of experienced and knowledgeable professionals
• Ongoing support and commitment to your financial success.