Financial Advisor Serving Westlake Village, California

Westlake Village is where Palm Coast is based

There is no drive to describe. Palm Coast Wealth Management’s office is on Townsgate Road in Westlake Village, just off the 101 at Westlake Boulevard, in the same office corridor where many of its neighbors work. Address, directions and the map are on the Westlake Village office page.

Meetings take place by Zoom or in person at the office, whichever you prefer. Meeting format and availability can be discussed when scheduling, and the first conversation is complimentary.

About Westlake Village

What planning tends to look like in Westlake Village

Westlake Village was laid out as a planned community in the late 1960s, marketed as the city in the country, around a private man-made lake, and incorporated as a Los Angeles County city in 1981. The wider Westlake community extends west across the county line into Thousand Oaks, so neighbors a few streets apart can live in different counties, pay property tax to different assessors, and send children to different school districts, Las Virgenes Unified on the Los Angeles side and Conejo Valley Unified on the Ventura side.

Two groups shape the planning here. The first is households who arrived when the community was new and are now retired or retiring, often in homes held for decades under Proposition 13 with substantial unrealized gains, for whom retirement income, the estate plan, and Proposition 19 are one connected conversation. The second is the executives and owners drawn by the corporate headquarters and regional offices along the 101, whose compensation arrives partly as equity, bonuses, and deferred compensation, and whose planning is about making those elections deliberately.