Central Coast Wealth Management

Central Coast Wealth Management is an independent wealth management firm based in Santa Barbara, California. The company operates on a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. They specialize in creating, implementing, and monitoring customized financial strategies for individuals and families, focusing on long-term goals. Their services encompass retirement planning, tax management, investment strategies, estate conservation, and risk management. The firm emphasizes a personalized approach to help clients navigate complex financial decisions.