West Coast Wealth Advisors
At West Coast, we let you chose the type of financial relationship that suits you best.
Asset Management and Trust Services
Our well regarded Trust Investment Group manages assets for people, business, and nonprofits. We combine West Coast Trust's unique fiduciary investment discipline with the expertise of local client managers and trust professionals to find better ways of meeting all your financial needs. To learn about West Coast Trust, please contact us.
West Coast Investment Services
Take control of your future with personalized financial recommendations that make it easier to pursue your lifetime goals. A West Coast Investment Services* Investment Executive will work with customers to provide convenient access to securities and insurance products. Conveniently located in your local branch, an Investment Executive of West Coast Investment Services can help balance your portfolio with a diverse selection of investment choices
For More Information
Visit your nearest West Coast Bank location, and ask for an appointment with an Investment Executive at West Coast Investment Services, or call 1-888-569-8823.
*PrimeVest Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member FINRA/SIPC. Securities and insurance products offered by PrimeVest: Not FDIC insured * May go down in value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency. * PrimeVest is not affiliated with either West Coast Trust or West Coast Bank but does have a contractual relationship with West Coast Bank.
View PrimeVest privacy policy and other important information.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this web site is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
