Fiduciary Wealth Management

Putting Your Best Interests First

Financial Planning

Achieve your financial goals with our tailored financial planning. We design personalized plans for long-term stability and growth. Our comprehensive approach includes detailed planning, goal setting, risk management, and continuous review to keep you on track.

Financial Planning

Achieve your financial goals with our tailored financial planning. We design personalized plans for long-term stability and growth. Our comprehensive approach includes detailed planning, goal setting, risk management, and continuous review to keep you on track.

Financial Planning

Achieve your financial goals with our tailored financial planning. We design personalized plans for long-term stability and growth. Our comprehensive approach includes detailed planning, goal setting, risk management, and continuous review to keep you on track.

Portfolio Management

Maximize returns and minimize risk with our tailored investment diversification. We create balanced portfolios across asset classes, sectors, and regions, aligned with your financial goals and risk tolerance. Integrated with our tax strategies, this holistic approach maximizes your overall financial performance.

Portfolio Management

Maximize returns and minimize risk with our tailored investment diversification. We create balanced portfolios across asset classes, sectors, and regions, aligned with your financial goals and risk tolerance. Integrated with our tax strategies, this holistic approach maximizes your overall financial performance.

Portfolio Management

Maximize returns and minimize risk with our tailored investment diversification. We create balanced portfolios across asset classes, sectors, and regions, aligned with your financial goals and risk tolerance. Integrated with our tax strategies, this holistic approach maximizes your overall financial performance.

Risk Assessment and Management

Protect your investments with comprehensive risk management. We identify and mitigate potential risks to ensure resilience in all market conditions. Our proactive approach, combined with tax optimization, safeguards your assets while striving for consistent growth.

Risk Assessment and Management

Protect your investments with comprehensive risk management. We identify and mitigate potential risks to ensure resilience in all market conditions. Our proactive approach, combined with tax optimization, safeguards your assets while striving for consistent growth.

Risk Assessment and Management

Protect your investments with comprehensive risk management. We identify and mitigate potential risks to ensure resilience in all market conditions. Our proactive approach, combined with tax optimization, safeguards your assets while striving for consistent growth.

Turning Strategic Financial Planning into Tangible Results

Guidance for Individuals, Families, and Business Owners

Investment Management

Investment Management

Investment Management

Holistic Financial Planning

Holistic Financial Planning

Holistic Financial Planning

Retirement Planning

Retirement Planning

Retirement Planning

Estate and Legacy Planning

Estate and Legacy Planning

Estate and Legacy Planning

Risk Assessment and Mitigation

Risk Assessment and Mitigation

Risk Assessment and Mitigation

Personalized Wealth Counseling

Personalized Wealth Counseling

Personalized Wealth Counseling

Debt Management Strategies

Debt Management Strategies

Debt Management Strategies

Tax Efficient Asset Protection

Tax Efficient Asset Protection

Tax Efficient Asset Protection

Opportunity Cost Analysis

Opportunity Cost Analysis

Opportunity Cost Analysis

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.