Palm Coast Wealth Management is an independent wealth management practice based in Westlake Village, California, serving successful individuals, business owners, and entrepreneurs with at least $1 million in investable assets. The firm provides strategic financial planning and tax-aware coordination to help clients organize complex financial decisions, clarify priorities, and pursue long-term goals. Its services bring together holistic financial planning, investment management, retirement income planning, estate and legacy coordination, insurance planning, tax-aware strategies, and guidance on workplace benefits.

Palm Coast also works with pre-retirees, retirees, professionals, and families seeking a coordinated plan and an ongoing advisory relationship. The practice emphasizes detailed, personalized guidance, clear explanations, timely support, and consistent advice. As an independent fiduciary advisor, it says it selects financial products and solutions to support clients’ interests and goals.

Its professional credentials include CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor, and Certified in Blockchain and Digital Assets. Services are provided under the Palm Coast Wealth Management name, a dba of OneSeven, an SEC-registered investment adviser