What We Do

It's About a Better Life

We provide financial services that are designed to achieve what most people are hoping for: a happier and more fulfilled life with less worry and doubt.

We Ask Questions, Listen, & Get To Know You

At West Coast Financial, we know that to truly serve someone, we must know them. So we share time and we are inquisitive and observant. That’s how the truth is discovered. Because effective guidance is rooted in what is true for you.

Plans That Evolve With You

WCF serves the financial needs of individuals, families, trusts, nonprofits, and businesses. In each case, we craft plans that evolve with you because we understand that each stage of an individual’s or organization’s life brings new financial risks and opportunities.

We Eat Our Own Cooking

We keep our ourselves accountable and focused on the right things by investing our own personal assets alongside our clients. The result is better alignment for shared risk and reward. For market performance and returns, there will never be a time when our clients lose and we win. We call it “eating our own cooking.”

A More Humane Approach To Financial Fundamentals

In a sense, all financial firms provide the same general services. The difference rests in the attitudes, guiding beliefs, and commitments that shape how the services are experienced by the client. Here's how we approach planning, management, and consultation:

Planning

Grounded in analytics, our approach to financial planning covers five core areas: investment planning, tax planning, retirement planning, estate planning, & risk management. We customize plans based on a client’s specific values, goals and financial realities. And we employ tools, such as our custom-built financial planning analysis, to illuminate a client’s financial big picture and relevant details. Then, because our clients are served best when their entire financial team (CPA, Attorneys, etc) are all focused on the same goals, we help align everyone to make the most of their technical expertise.

Management

No two client situations are the same, so it’s important for us to develop customized analyses, solutions, and asset allocation targets for each client. We implement our clients’ plans by managing individual stocks and bonds as well as mutual funds and ETFs. We also manage other investments such as commercial real estate (including our own WCF Real Estate Funds), impact investing opportunities, venture capital, private equity, and others.

Consultation

Often, client’s plans need attention beyond what is typically considered financial planning or portfolio management, such as commercial real estate transactions, business succession planning, and stock options. We also help with common life events that can have a big impact on our clients’ sense of satisfaction with life, such as negotiating employment matters, transitioning after the loss of a loved one, and others.