Palm Coast Wealth Management

Palm Coast Wealth Management

Westlake Village, CA

  • Who We Are
  • How We Help
  • What to Expect
  • Contact Us
  • Client Login
    • Black Diamond
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  • Who We Are
  • How We Help
  • What to Expect
  • Contact Us
  • Client Login
    • Black Diamond
    • Charles Schwab
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How We Help

Our Clients

Our clients are successful, driven individuals who want help managing their wealth with precision. They’ve done things on their own, and now they’re ready to level up their game and ensure they’re making the best possible decisions to achieve their financial goals.

We’re the partner who helps them do that.

We serve a select number of clients, allowing us to deliver an elite level of personal attention and care. Through these close partnerships, we provide proactive, intentional service that helps our clients maximize every aspect of their financial worlds.

Expertise

Our goal is to help you maximize your financial potential, so we provide holistic guidance that addresses every facet of your financial world. From insurance to tax strategies, we’ll assess every detail in relation to your goals and help you develop a comprehensive plan that supports your vision of a fulfilling life.

We offer:

  • Retirement Planning 
  • Income Planning
  • Estate Planning
  • Legacy Planning
  • Insurance Planning
  • Tax Mitigation Strategies
  • Investment Management
  • Equity Compensation Planning
  • Workplace Benefits
  • Financial Education
  • Small Business Planning

Palm Coast Wealth Management Logo

2625 Townsgate Road Suite 330
Westlake Village, CA 91361

Phone: (805) 429-4183
Email: jselu@palmcoastwealth.com

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© 2025 Palm Coast Wealth Management
CA Insurance License #0H09586 | CRS

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 (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with Palm Coast Wealth Management represent the individual's role with Palm Coast Wealth Management, and not their role with OneSeven. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.