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THOUGHTFUL GUIDANCE THROUGH ALL OF LIFE'S JOURNEYS

We begin our adult lives as proverbial captains of our ships. We chart our own course to create success while navigating through uncertainty.

And you've done it. You've saved well, paid off debt, taken care of your family, made sound choices throughout your career, or started a profitable business… you've built the life of abundance you envisioned years ago. Now you realize the next part of your journey might be beyond your ability to navigate alone. You may find yourself in uncharted territory with a constant voice in the back of your mind asking:

"What am I missing?"

Man on sail boat

At Wealth Coast - Wealth Management & Insurance Solutions, we guide busy entrepreneurs and professionals to a calm, clear path towards reaching their goals. We know there will be rough patches along the way, even when it feels like there is no sure route ahead. Whether it’s navigating the impact of taxes, market fluctuations, or longevity, our decades of experience translate into increased confidence for our clients during times of uncertainty or risk.

Happy family

Working collaboratively with your CPA, attorney, and other trusted advisors, we will help you draw up the map for what's coming next and navigate risk along the way. Delegating this work allows for more quality time with your family and friends, to explore the world of your passions and interests, and to experience life in the ways you care about most.

Why steer the ship alone when you could have a crew help you? Let us take the wheel while you enjoy the view.

LET'S GET STARTED

Financial representatives do not render tax advice.

An award winning team

Josh Buttrey has been recognized by Forbes as a best-in-state top financial security professional. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.

Forbes Best-In-State Award 2023

Forbes Best-In-State Top Financial Security Professionals list (July 2023). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2022. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.