Santa Barbara Oceanfront and Pier

Maximizing Wealth, Minimizing Taxes.

Unify Your Wealth and Tax Strategies

Santa Barbara Oceanfront and Pier

Maximizing Wealth, Minimizing Taxes.

Unify Your Wealth and Tax Strategies

Santa Barbara Oceanfront and Pier

Maximizing Wealth, Minimizing Taxes.

Unify Your Wealth and Tax Strategies

Why Complicate Things?

You wouldn't go to one store for bread and another for eggs,
right?

Why Complicate Things?

You wouldn't go to one store for bread and another for eggs,
right?

Why Complicate Things?

You wouldn't go to one store for bread and another for eggs,
right?

integrated services

Wealth Managers & CPAs
Under One Roof

integrated services

Wealth Managers
& CPAs
Under One Roof.

Fiduciary Wealth Management

Maximize your wealth with our professional wealth managers. We tailor portfolio management, financial planning, and investment advice to your goals. Secure peace of mind and financial growth with our dedicated approach.

Fiduciary Wealth Management

Maximize your wealth with our professional wealth managers. We tailor portfolio management, financial planning, and investment advice to your goals. Secure peace of mind and financial growth with our dedicated approach.

CPA Tax Solutions

Minimize your taxes with our expert CPA services. We handle business and personal tax returns, bookkeeping, tax planning, and more. Experience accuracy and peace of mind with our comprehensive tax solutions.

CPA Tax Solutions

Minimize your taxes with our expert CPA services. We handle business and personal tax returns, bookkeeping, tax planning, and more. Experience accuracy and peace of mind with our comprehensive tax solutions.

Fiduciary Wealth Management

Maximize your wealth with our professional wealth managers. We tailor portfolio management, financial planning, and investment advice to your goals. Secure peace of mind and financial growth with our dedicated approach.

CPA Tax Solutions

Minimize your taxes with our expert CPA services. We handle business and personal tax returns, bookkeeping, tax planning, and more. Experience accuracy and peace of mind with our comprehensive tax solutions.

What we do

What we do

Expertise in Growing Wealth and Tax Savings

Unify your wealth management and tax solutions with Coast Village Group. We tailor strategies to maximize tax savings, manage investments, and provide personalized financial advice. Trust us to navigate your financial journey and secure your future.

Unify your wealth management and tax solutions with Coast Village Group. We tailor strategies to maximize tax savings, manage investments, and provide personalized financial advice. Trust us to navigate your financial journey and secure your future.

Advisor consulting a client
Advisor consulting a client
Why Choose Us?

Coast Village Group unifies CPA tax strategies and wealth management to cover every aspect of your financial life. We tailor solutions to maximize wealth and minimize taxes, making financial management effortless. Let us handle your finances so you can focus on what truly matters. Trust our experienced wealth managers and CPAs to provide peace of mind and confidence in your future.

Coast Village Group unifies CPA tax strategies and wealth management to cover every aspect of your financial life. We tailor solutions to maximize wealth and minimize taxes, making financial management effortless. Let us handle your finances so you can focus on what truly matters. Trust our experienced wealth managers and CPAs to provide peace of mind and confidence in your future.

Why Choose Us?

Coast Village Group unifies CPA tax strategies and wealth management to cover every aspect of your financial life. We tailor solutions to maximize wealth and minimize taxes, making financial management effortless. Let us handle your finances so you can focus on what truly matters. Trust our experienced wealth managers and CPAs to provide peace of mind and confidence in your future.

FAQ
How can Coast Village Group help me achieve my financial goals?

We take a personalized approach to your financial needs by combining tax strategies, wealth management, and business advice. Whether you're growing a new business or looking to optimize your wealth, we provide customized solutions to ensure every aspect of your financial life is well managed.

How can Coast Village Group help me achieve my financial goals?

We take a personalized approach to your financial needs by combining tax strategies, wealth management, and business advice. Whether you're growing a new business or looking to optimize your wealth, we provide customized solutions to ensure every aspect of your financial life is well managed.

How can Coast Village Group help me achieve my financial goals?

We take a personalized approach to your financial needs by combining tax strategies, wealth management, and business advice. Whether you're growing a new business or looking to optimize your wealth, we provide customized solutions to ensure every aspect of your financial life is well managed.

Can Coast Village Group help me save on taxes and get better returns on my investments?
Can Coast Village Group help me save on taxes and get better returns on my investments?
Can Coast Village Group help me save on taxes and get better returns on my investments?
I'm new to running a business. What kind of support do you offer?
I'm new to running a business. What kind of support do you offer?
I'm new to running a business. What kind of support do you offer?
What makes Coast Village Group’s financial planning different from others?
What makes Coast Village Group’s financial planning different from others?
What makes Coast Village Group’s financial planning different from others?

Ready to discuss your financial future?

Contact us today to schedule your free consultation.

“Coast Village Group” is a brand name under which Coast Village Group CPAs and Coast Village Group Wealth Management LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Coast Village Group CPAs is an independent CPA firm in California that provides tax, accounting and business consulting services. Coast Village Group Wealth Management LLC is a licensed independent Registered Investment Advisor firm and provides investment advisory services and other services to individuals, families, and institutional clients. Coast Village Group Wealth Management LLC is not a licensed CPA firm. This web site is not a solicitation or offer to sell investment advisory services. Coast Village Group CPAs and Coast Village Group Wealth Management LLC provide individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Investment advisory services are offered through Coast Village Group Wealth Management LLC, an investment advisor registered with the state of California. Being registered as a registered investment adviser does not imply a certain level of skill or training. Brokerage services are provided primarily by Altruist Financial LLC ("Altruist"). This is not an offer, solicitation of an offer, or advice to buy or sell securities, or open a brokerage account in any jurisdiction where Altruist is not registered. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents outside of the United States or where otherwise legally permitted. The inclusion of any link is not an endorsement of any products or services by Coast Village Group CPAs or Coast Village Group Wealth Management LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Coast Village Group Wealth Management LLC, nor Coast Village Group CPAs, or any agency, officer, or employee of the Coast Village Group Wealth Management LLC or Coast Village Group CPAs warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

“Coast Village Group” is a brand name under which Coast Village Group CPAs and Coast Village Group Wealth Management LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Coast Village Group CPAs is an independent CPA firm in California that provides tax, accounting and business consulting services. Coast Village Group Wealth Management LLC is a licensed independent Registered Investment Advisor firm and provides investment advisory services and other services to individuals, families, and institutional clients. Coast Village Group Wealth Management LLC is not a licensed CPA firm. This web site is not a solicitation or offer to sell investment advisory services. Coast Village Group CPAs and Coast Village Group Wealth Management LLC provide individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Investment advisory services are offered through Coast Village Group Wealth Management LLC, an investment advisor registered with the state of California. Being registered as a registered investment adviser does not imply a certain level of skill or training. Brokerage services are provided primarily by Altruist Financial LLC ("Altruist"). This is not an offer, solicitation of an offer, or advice to buy or sell securities, or open a brokerage account in any jurisdiction where Altruist is not registered. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents outside of the United States or where otherwise legally permitted. The inclusion of any link is not an endorsement of any products or services by Coast Village Group CPAs or Coast Village Group Wealth Management LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Coast Village Group Wealth Management LLC, nor Coast Village Group CPAs, or any agency, officer, or employee of the Coast Village Group Wealth Management LLC or Coast Village Group CPAs warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

“Coast Village Group” is a brand name under which Coast Village Group CPAs and Coast Village Group Wealth Management LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Coast Village Group CPAs is an independent CPA firm in California that provides tax, accounting and business consulting services. Coast Village Group Wealth Management LLC is a licensed independent Registered Investment Advisor firm and provides investment advisory services and other services to individuals, families, and institutional clients. Coast Village Group Wealth Management LLC is not a licensed CPA firm. This web site is not a solicitation or offer to sell investment advisory services. Coast Village Group CPAs and Coast Village Group Wealth Management LLC provide individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Investment advisory services are offered through Coast Village Group Wealth Management LLC, an investment advisor registered with the state of California. Being registered as a registered investment adviser does not imply a certain level of skill or training. Brokerage services are provided primarily by Altruist Financial LLC ("Altruist"). This is not an offer, solicitation of an offer, or advice to buy or sell securities, or open a brokerage account in any jurisdiction where Altruist is not registered. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents outside of the United States or where otherwise legally permitted. The inclusion of any link is not an endorsement of any products or services by Coast Village Group CPAs or Coast Village Group Wealth Management LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Coast Village Group Wealth Management LLC, nor Coast Village Group CPAs, or any agency, officer, or employee of the Coast Village Group Wealth Management LLC or Coast Village Group CPAs warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.