Local office information
Palm Coast Wealth Management is based in Westlake Village and provides financial planning and wealth-management guidance for clients with interconnected personal, investment, tax, retirement, estate, and business-owner decisions.
Business information verified against the live Palm Coast website · Updated July 30, 2026 · Editorial standards
Office address
Palm Coast Wealth Management2625 Townsgate Road, Suite 330
Westlake Village, CA 91361
(805) 429-4183
Plan the first conversation
Use the secure form to identify the planning priority, not to transmit account numbers, passwords, tax identifiers, or confidential documents. Palm Coast can explain what information is appropriate after the meeting is confirmed.
Westlake Village and the Conejo Valley
The office supports clients in Westlake Village, the broader Conejo Valley, and surrounding Southern California communities. Palm Coast’s work centers on complex financial coordination for successful individuals and families, business owners, entrepreneurs, and people navigating retirement or a liquidity event.
Local planning services
Holistic financial planning
Coordinate goals, cash flow, retirement, tax-aware decisions, insurance, estate priorities, and business interests.
Integrated wealth management
Connect investment policy, liquidity, taxes, risk, retirement income, and long-term planning.
Business-owner planning
Organize personal and company decisions around continuity, succession, retirement plans, risk, and future liquidity.
Retirement planning
Coordinate spending, income sources, retirement accounts, Social Security, Medicare considerations, taxes, and investment risk.
Regulatory context
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. Review the applicable relationship summary, Form ADV, privacy notice, and advisory agreement before engaging services.
Frequently asked questions
Where is Palm Coast Wealth Management located?
The office is at 2625 Townsgate Road, Suite 330, Westlake Village, California 91361.
How can I request a meeting?
Use the secure meeting form on PalmCoastWealth.com or call (805) 429-4183. Schedule before visiting so the team can confirm availability and prepare for the topics you want to discuss.
What areas does Palm Coast serve?
Palm Coast is based in Westlake Village and serves the Conejo Valley and surrounding Southern California communities. Meeting format and availability can be discussed when scheduling.
What should I bring to a first planning conversation?
Start with the decisions you want to make. A high-level list of accounts, liabilities, income sources, insurance, estate documents, and business interests may help, but do not send sensitive account numbers through the website form.
Authoritative sources
These official resources support the general educational context on this page. They are not endorsements of Palm Coast Wealth Management.
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.