Client Segments West Coast Financial serves individuals, families, trusts and businesses across the country, indicating cross-sell potential from personal to business financial planning and trust services.

Growth Momentum The firm has grown from a boutique shop to over 30 employees and 700 clients in 35 years, suggesting scalability opportunities and capacity to onboard new advisory clients.

Wealth Management Active ETF and stock stake activity points to a component of asset management; explore expanding managed accounts, model portfolios, and personalized investment solutions.

Tech Modernization Core tech stack includes AWS and web tools; potential to offer digital onboarding, client portal enhancements, and cybersecurity services to modernize client experience.

Revenue Snapshot Reported revenue range of 50 to 100 million with a mid-market client base; target mid to high-net-worth segments and cross-sell high-margin advisory, retirement, and estate planning services.