Pacific Coast Wealth Management of Ladera Ranch

Pacific Coast Wealth Management of Ladera Ranch is a wealth management firm in Ladera Ranch, California. The firm provides investment and financial planning services, including stocks, bonds, municipal bonds, income portfolios, separately managed accounts, WRAP accounts, index funds, tax managed solutions, and common stock, along with educational, traditional, Roth, SEP and Simple IRAs, brokerage accounts, Treasury bills, notes and government securities. Its work extends to 401k and defined benefit plans, 403b planning, 529 plans, UTMA and UGMA accounts, money purchasing and profit sharing plans, and international investments through mutual funds holding international stocks and bonds. It also covers insurance, including life, disability, variable and fixed index annuities and long term care, plus comprehensive trust management. The firm holds a rating of 4.60.

The team is led by Blair Applegate, a fiduciary investment advisor who has previously served as an Investment Consultant with Peter Schiff, Euro Pacific Capital and the Euro Pacific Asset Management team, providing investment portfolios for investors seeking income and asset appreciation. Tonya Maddison, a Series 7 licensed operations assistant, brings decades of account and paperwork experience and an understanding of how brokerage firms and their processes work across firms. The firm describes its approach as building strategies tailored to client needs and goals, with detailed, specific plans built around goals and benchmarks rather than trading for excitement. It frames investing as a slow, marathon process and emphasizes avoiding major mistakes that can erase decades of saving. Its stated values are trust, honesty and integrity. Services are aimed at high net worth individuals, corporate executives and business owners, with planning for retirement, college and estates, and a focus on building a legacy to pass to future generations.

The office is at 120 Vantis Dr, Suite 300, and operates Monday through Friday from 8:00 AM to 5:00 PM.