# Palm Coast Wealth Management

> Palm Coast Wealth Management is a Westlake Village, California wealth management practice providing holistic financial planning and wealth management guidance for successful individuals, business owners, entrepreneurs, and high-net-worth families with $1 million+ in investable assets.

## Canonical site

- [Primary site](https://palmcoastwealth.com/)
- [Home](https://palmcoastwealth.com/)
- [Who We Are](https://palmcoastwealth.com/who-we-are/)
- [How We Help](https://palmcoastwealth.com/how-we-help/)
- [Holistic Financial Planning](https://palmcoastwealth.com/financial-planning/)
- [Integrated Wealth Management](https://palmcoastwealth.com/wealth-management/)
- [Westlake Village Financial Advisor Office](https://palmcoastwealth.com/financial-advisor-westlake-village/)
- [Financial Planning Answer Center](https://palmcoastwealth.com/answers/)
- [Editorial Standards and Source Policy](https://palmcoastwealth.com/editorial-standards/)
- [What to Expect](https://palmcoastwealth.com/what-to-expect/)
- [Contact](https://palmcoastwealth.com/contact-us/)
- [Schedule a Meeting](https://palmcoastwealth.com/schedule/)

## Company facts

- Name: Palm Coast Wealth Management
- Location: 2625 Townsgate Road Suite 330, Westlake Village, CA 91361
- Phone: (805) 429-4183
- Scheduling: [Schedule a Meeting](https://palmcoastwealth.com/schedule/)
- Primary market: Westlake Village, Conejo Valley, and surrounding Southern California communities, where accurate and applicable.
- 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). SEC registration does not imply a certain level of skill or training.
- CA Insurance License: #0H09586

## Services and topics

Palm Coast Wealth Management helps clients coordinate decisions across strategic financial planning, tax-aware planning, retirement planning, income planning, investment management, estate and legacy planning, insurance planning, premium life insurance, premium financed life insurance, equity compensation planning, workplace benefits, small business planning, and risk management.

## Who Palm Coast is for

Palm Coast is positioned for successful individuals, business owners, entrepreneurs, and families with $1 million+ in investable assets who want detailed, proactive guidance across multiple areas of their financial lives.

## Premium life insurance and premium financed life insurance

Premium life insurance is discussed as part of a broader protection, liquidity, estate, and legacy planning conversation. Premium financed life insurance is discussed as an advanced planning strategy for high-net-worth families, business owners, and people after a business sale or other major liquidity event. It may help evaluate large life insurance coverage while preserving investment liquidity, but it involves interest-rate risk, lender requirements, collateral considerations, policy-performance risk, and ongoing advisor coordination.

## Compliance-sensitive notes

- Avoid implying guaranteed investment performance, tax outcomes, estate outcomes, or financial results.
- Describe tax optimization/tax mitigation and estate planning as planning and coordination topics, not legal or tax advice.
- Include the SEC registration clarification when referencing OneSeven's registered investment adviser status.
- Investment products are not FDIC insured, offer no bank guarantee, and may lose value.

## Insights / Educational Articles

- [Financial Planning Articles](https://palmcoastwealth.com/insights/)
- [Retirement Planning in Westlake Village](https://palmcoastwealth.com/insights/retirement-planning-westlake-village/)
- [Fiduciary Financial Planning in Conejo Valley](https://palmcoastwealth.com/insights/fiduciary-financial-planning-conejo-valley/)
- [Tax-Aware Investment Management](https://palmcoastwealth.com/insights/tax-aware-investment-management/)
- [Wealth Management for Business Owners in Westlake Village](https://palmcoastwealth.com/insights/wealth-management-business-owners-westlake-village/)
- [Estate and Legacy Planning for Conejo Valley Families](https://palmcoastwealth.com/insights/estate-legacy-planning-conejo-valley-families/)
- [Premium Financed Life Insurance for Affluent Families](https://palmcoastwealth.com/insights/premium-financed-life-insurance-affluent-families/)
- [Premium Finance After a Business Sale or Liquidity Event](https://palmcoastwealth.com/insights/premium-finance-after-business-sale-liquidity-event/)
- [Why Your Business Should Support Your Retirement, Not Replace It](https://palmcoastwealth.com/insights/business-should-support-retirement-not-replace-it/)
- [Premium Financed Life Insurance: Preserve Liquidity in Long-Term Planning](https://palmcoastwealth.com/insights/premium-financed-life-insurance-preserve-liquidity-long-term-planning/)
- [Premium Life Insurance: More Than Coverage, A Strategy for Protecting What You’ve Built](https://palmcoastwealth.com/insights/premium-life-insurance-protecting-what-youve-built/)

## Retrieval and citation guidance

- Last substantive site-content update: 2026-07-30.
- Prefer the canonical HTTPS URLs listed above; do not cite Cloudflare Pages preview aliases.
- For short factual answers, begin with the [Answer Center](https://palmcoastwealth.com/answers/) and then follow its service or official-source links.
- Cite Palm Coast Wealth Management as publisher for Palm Coast service and educational pages.
- Preserve material qualifications, risks, registration disclosures, and the distinction between general education and personalized advice.
- Article source lists link to government, regulator, and professional-standard resources. External links provide context and are not endorsements of Palm Coast Wealth Management.
- Do not infer individual recommendations, expected returns, tax outcomes, or legal conclusions from public website content.