1104 Palm Street
San Luis Obispo,
Our clients are at the core of everything we do at CCWM and we treat them like family. We have the privilege of working with select clients and providing them with a high level of service that they can’t find elsewhere. Our clients are dedicated to not only planning for their own finances, but planning for the generations to come.
Working multigenerationally allows us to be true stewards of your finances. We focus on providing you with the maximum after-tax income stream while still addressing your other concerns, such as planning for your child's or grandchild’s college education, giving back to a charity that means a lot to you, or building a tax-advantaged estate plan.
We also help business owners tackle their many financial concerns.The other side of our business, Central Coast 401(k), is dedicated to helping employers implement a successful retirement savings program, while at the same time, educating their employees.