Jill B.
6/22/2024
Blair's Pacific Wealth Management is the kind of trusted wealth adviser we all wish we could have. He's got the listening skills of a yeoman and carefully develops the best plans for his clients....
Pacific Coast Wealth Management
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(5)
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120 Vantis Dr Ste 300
Aliso Viejo, CA 92656
History
PCWM was established to work with clients to develop comprehensive financial plans for their 401k, IRA, Defined Benefit plans and Investment accounts. PCWM uses the latest technology to model tax efficient portfolios that account for a client's individual needs. PCWM considers a client's income, budget, risk tolerance, taxes, mortgage, real estate holdings, wills and trust docuements before building a financial plan.
Specialties
PCWM values face to face relationships based on information, honesty, promptness and professionalism. PCWM & NFP Retirement are partnered to deliver Aliso Viejo residents top shelf service for their retirement planning. OC Register rated NFP Retirement in Top Workplaces Orange County. Nobody manages more retirement plans in South Orange County with a better team. PCWM serves you by evaluating your income, investment assets, taxes, wills & trust, insurance, mortgage, real estate and budget to build a simple financial plan. Our financial advisors specialize in 401k plans, IRA Rollovers, ROTH IRA, Self Employed Business IRAs, In Depth Financial Planning, Online Budget & Investment Tools, Fee Based planning & Social Security planning. Access to Wall Streets best Private Equity firms, Hedge Funds & the best Portfolio Management Teams in the world. International & Domestic investments. Downside protection, income oriented portfolios.
Also at this address
Reviews
5.05 reviews
Nick J.
6/21/2024
I've known Blair for almost twenty years both personally and professionally and can vouch for his integrity and professionalism. He is a consummate "student of the market" and implements an...
Ken M.
10/23/2020
Blair applegate is one of the best financial advisers I've met. He's very very personable, empathetic and quite ingenious with his solutions to your financial needs. I highly recommend Blair as an...
Steve H.
12/20/2017
Blair is a very good and professional advisor . And I highly recommend his services for his professional advice
Leslie W.
4/22/2018
Very thorough and incredible personal and professional service with as much detail as I need. Really walked our family through the Financial planning and estate planning process. Fun people too!
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