We strive to offer an experience that is comprehensive and customized in nature, and a partnership that endeavors to alleviate a piece of our client's financial stress. Our first job is always to listen. Every client has a unique set of traits, priorities and aspirations for themselves and their family.
Money is a sensitive subject, often evoking a complex range of emotions that can be tough to unpack. A successful client relationship aligns these feelings with sound, logical strategies. The effectiveness of any financial plan or investment strategy is based upon the quality of the advice, and the communication.
Money is a sensitive subject, often evoking a complex range of emotions that can be tough to unpack. A successful client relationship aligns these feelings with sound, logical strategies. The effectiveness of any financial plan or investment strategy is based upon the quality of the advice, and the communication.
Services
West Coast Investment Advisors is a financial services firm that focuses on offering investment and wealth management services to its diverse clientele. Woodbury Financial, Inc., is the Broker Dealer for WCIA. Woodbury Financial, Inc. is a subsidiary of Advisor Group, which collectively has over $240 billion under management, making it one of the largest networks of independent wealth management firms in the country.
We are a close knit group with the feel and passion of a family business. Between our incredible staff and experienced advisors, we are well positioned to address our client's needs. We have also seen first hand, how long lasting client relationships develop, and many have become dear friends over the years.
We believe that successful investing is about consistently making quality decisions; in which investor psychology typically plays a significant role. Providing ongoing client education and maintaining clear lines of communication aids in keeping the objective in sight. After listening, and seeing the future through our client's eyes, we construct a portfolio that not only takes into account future expectations, but risk tolerance as well.
We don't believe in cookie cutter planning. Every family is different therefore every planning conversation is unique, and these discussions range from rudimentary to robust, as demanded by the client situation. Whether we are 65 or 50, the transition from working to living upon our accumulated assets demands a large psychological shift.
We have found that our clients can be extremely busy. They also tend to be family oriented, talented and career focused. They take pride in their work, and expect the same consistency and accountability in the client/advisory relationship that is encountered in their professional lives. Our process is customized to their needs, flexible with their schedules and fee for value competitive.
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