Communities We Serve
Locations
One office in Westlake Village, serving households across the Conejo Valley and along the coast from Malibu to Santa Barbara.
Based in Westlake Village, at home across the valley
Palm Coast Wealth Management works from a single office on Townsgate Road in Westlake Village, just off the 101 at Westlake Boulevard. From there the firm serves successful individuals, families, business owners, and entrepreneurs throughout the Conejo Valley and beyond it: Calabasas to the east, Simi Valley and Moorpark to the north, Malibu over the mountains to the south, and west along the 101 through Camarillo and Ventura to Carpinteria and Santa Barbara.
The pages below describe what planning tends to look like in each community, because the questions genuinely differ: equity compensation in Thousand Oaks, pensions in Simi Valley, retirees and downsizing in Camarillo, property and protection in Malibu. Every page describes the same office and the same team; the Westlake Village office page has the address, directions and map. To see how an engagement begins, read What to Expect.
The Westlake Village office
Meetings take place by Zoom or in person here, whichever you prefer. Meeting format and availability can be discussed when scheduling.
2625 Townsgate Road Suite 330Westlake Village, CA 91361
Phone: (805) 429-4183
The map is loaded from Google Maps, which may set its own cookies. You can load it here or open the address directly.
Communities
Where our clients live and work
Each page is written for its community. Choose yours, or the one nearest to you.
Los Angeles County
Westlake Village
The firm’s home: a planned lakeside community that straddles the county line, with corporate offices along the 101 and many households who have been here since it was built.
Ventura County
Thousand Oaks
The largest city in the Conejo Valley, home to major employers and long-settled neighborhoods, a few minutes from the Palm Coast office.
Los Angeles County
Agoura Hills
The Conejo Valley’s eastern gateway, straddling the 101 between Westlake Village and Calabasas at the edge of the Santa Monica Mountains.
Ventura County
Oak Park
A planned residential community in the hills north of Agoura Hills, with its own school district and a strongly family-oriented profile.
Ventura County
Newbury Park
The western end of the Conejo Valley, with newer neighborhoods, a large employment campus, and open space on three sides.
Los Angeles County
Calabasas
An affluent Los Angeles County city in the Santa Monica Mountains foothills, with concentrated wealth in property, business, and entertainment.
Ventura County
Simi Valley
A Ventura County city over the hills to the north, long a home for public-sector, aerospace, and long-tenured households.
Ventura County
Moorpark
A Ventura County city north of the Conejo Valley that grew from agricultural roots into a commuter community of newer neighborhoods.
Ventura County
Camarillo
A Ventura County city west of the Conejo Grade, with a large retiree community, a university, a naval air station nearby, and farmland on the Oxnard Plain.
Los Angeles County
Malibu
The coastal city on the far side of the Santa Monica Mountains, where wealth is concentrated in property and the questions of protection and rebuilding are immediate.
Ventura County
Ventura
The seat of Ventura County, on the coast about 30 miles up the 101, home to the county government, The Trade Desk’s headquarters, and neighborhoods rebuilt after the Thomas Fire.
Santa Barbara County
Carpinteria
A small city on the Santa Barbara County coast, about 45 miles up the 101, with beaches along its whole southern edge and the county’s greatest concentration of greenhouses in the valley behind it.
Santa Barbara County
Santa Barbara
The Santa Barbara County seat, founded around a 1782 presidio and incorporated in 1850, about 57 miles up the 101 between the Santa Ynez Mountains and the Pacific.
How meeting with Palm Coast works
Palm Coast Wealth Management has one office, at 2625 Townsgate Road, Suite 330, Westlake Village, California 91361. The firm does not maintain offices in the other communities listed here. The first conversation is complimentary and is arranged through the secure meeting form or by calling (805) 429-4183. Meeting format and availability can be discussed when scheduling.
Services are provided under the name Palm Coast Wealth Management, a dba OneSeven. OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration with the SEC does not imply a certain level of skill or training.
Frequently asked questions
Where is Palm Coast Wealth Management located?
The office is at 2625 Townsgate Road, Suite 330, Westlake Village, California 91361, just off the 101 at Westlake Boulevard. It is the firm’s only office.
Do you meet with clients outside Westlake Village?
Meetings take place by Zoom or in person at the Westlake Village office, whichever you prefer. The office is a short drive from most of the communities listed on this page; Ventura, Carpinteria, and Santa Barbara are 30 to 57 miles up the 101. Meeting format and availability can be discussed when scheduling.
We live somewhere not listed here. Can we still work with Palm Coast?
The communities listed are where most of the firm’s clients live, not a boundary. Use the secure meeting form to describe what you are trying to coordinate and where you are, and the team will respond about availability.
Why does Palm Coast publish a page for each community?
Because the planning questions differ from one community to the next, and a household in Simi Valley with a public pension and a household in Malibu with property to protect are not helped by the same page. Each page describes the local picture honestly and links to the services that address it. None of them claims an office that does not exist.
Bring the moving parts into one conversation.
Use the secure meeting form to tell Palm Coast what you are coordinating. Do not include account numbers or other sensitive financial information.