ojai vineyard

Maximizing Wealth, Minimizing Taxes.

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(805) 724-5727

Why Complicate Things?

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

Your Trusted Financial Partner in Ojai

Wealth Management & Tax
Under One Roof.

Welcome to Coast Village Group in Ojai. We specialize in combining fiduciary wealth management and CPA tax solutions under one roof. With extensive knowledge of Ojai's financial landscape, we create effective strategies and provide comprehensive tax services, including tax returns and advisory. Whether you're a local entrepreneur, high-net-worth individual, or professional, our dedicated team offers personalized solutions to achieve your financial goals and secure your future.

integrated services

Our Integrated Approach to Your Finances

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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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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About Ojai

Ojai, nestled in a scenic valley, is famed for its artistic community and serene environment. The town features charming boutiques, local art galleries, and farm-to-table dining. Outdoor lovers enjoy hiking, biking, and the breathtaking views of the surrounding mountains. Known for its warm, welcoming residents and vibrant cultural scene, Ojai offers an ideal setting for those seeking a peaceful, creative, and close-knit community.

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.

Can you 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?
How do you help people manage and grow their wealth?

Ready to discuss your financial future?

Contact us today to schedule your free consultation.

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(805) 724-5727

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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 intended as tax, accounting, or legal advice nor is it a solicitation or offer to sell investment advisory services. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. 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. The information on this site is provided "AS IS" and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.