Products & Services

Products & Services (Target Market: Business Owners, Executives, and High-Net-Worth Families)

Very few financial advisors and firms have the broad-based knowledge, background, experience, and resources to function as a client’s CFO for their personal life. To be a true “wealth manager,” it is necessary to provide clients with advice and evaluate all types of assets and liabilities. Central Coast Wealth Management LLC can provide access to the following sampling of products and services:

  • Asset Allocation*/Asset Management
  • Alternative Investments
  • Corporate and Executive Benefits
  • Financial Planning
  • Trust and Fiduciary Services
  • Insurance (Fixed/Variable/Term/Long-Term Care/Disability)
  • Structured Products
  • Estate Planning Investments and Strategies
  • Charitable Giving Planning
  • Annuities (Fixed/Variable/Living Benefits)
  • Money Markets/Fixed Income
  • Foreign Currency Investments

*Asset allocation does not protect against loss of principal due to market fluctuations. It is a method used to help manage investment risk.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 805.439.0370