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Santa Barbara

Santa Barbara

Santa Barbara

Montecito

Montecito

Montecito

Goleta

Goleta

Goleta

Santa Ynez

Santa Ynez

Santa Ynez

Summerland

Summerland

Summerland

Carpinteria

Carpinteria

Carpinteria

Ojai

Ojai

Ojai

Ventura

Ventura

Ventura

Oxnard

Oxnard

Oxnard

Camarillo

Camarillo

Camarillo

Thousand Oaks

Thousand Oaks

Thousand Oaks

Simi Valley

Simi Valley

Simi Valley

Malibu

Malibu

Malibu

Calabasas

Calabasas

Calabasas

Los Angeles

Los Angeles

Los Angeles

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.

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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.

Learn More

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.

Learn More

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.

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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.

Learn More

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.

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Fiduciary Wealth Management

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“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.

Fiduciary Wealth Management

CPA Tax Solutions

Locations

About

Insights

Careers

Legal

Privacy Policy

Accessibility Statement

Get in Touch

“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.

Fiduciary Wealth Management

CPA Tax Solutions

Locations

Careers

Legal

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“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.