Blair Applegate

Welcome to Pacific Coast Wealth Management, your trusted partner in financial planning and wealth management. With decades of experience and a team of dedicated professionals, we are committed to guiding you towards financial security and stability.

Our Values: Trust, Honesty, Integrity

At Pacific Coast Wealth Management, we believe in building relationships based on trust, founded on principles of honesty and integrity. We live by these values every day, ensuring open communication, transparency, and a personalized approach to achieving your financial goals.

Our Services

We offer a comprehensive range of services tailored to meet your individual needs and goals. Our comprehensive services include:

Wealth Management

• Investment planning and portfolio management
• Retirement planning and 401k rollovers
• Estate and legacy planning
• Insurance review and analysis

Financial Planning

• Comprehensive financial plans to address your unique goals and circumstances
• Personalized financial guidance for college planning, estate planning, and other life events
• Regular progress tracking and reviews to ensure your plan remains relevant

Retirement Planning

• Maximizing retirement accounts like IRAs and 401ks
• Developing strategies for achieving your retirement goals
• Counsel on addressing future inflation and market volatility

Investment & Risk Management

• Tailored portfolio construction based on your risk tolerance and financial goals
• Regular risk assessments and portfolio reviews
• Proactive management to protect your investments during market volatility

Client-Centered Approach

We believe in a collaborative and client-centered approach to wealth management. We take the time to understand your unique situation, goals, and risk tolerance.

Discovering Your Financial Future

Schedule a consultation with Pacific Coast Wealth Management and discover the difference our personalized approach can make in achieving your financial goals. We will work with you to create a customized roadmap to your financial future.