Firm Background & Management Approach

Garcia Wealth Management Group provides comprehensive wealth management, financial and investment planning, and investment management services to individuals, families, businesses, and fiduciaries (trust, foundations, and estates).

The firm’s holistic approach to wealth management has guided generations of Central Coast Clients toward financial independence. Garcia Wealth Management Group is an independent firm offering unbiased financial advice and money management through a personalized and customized plan for each client. The firm’s independence ensures unbiased financial advice and planning for our number one priority, our clients.

Our success isn’t measured by money, rather by the milestones we help our clients to pursue. We believe our personalized service and comprehensive investment approach is deeply trusted by our select clients.

DOWNLOAD FORM ADV PART 2A DISCLOSURE BROCHURE

Our Mission

To provide exceptional wealth management services to our clients by forming genuine partnerships built on trust and understanding.

Our firm will inspire our clients to make informed decisions through education, communication, and service, with results designed with the goal of exceeding their expectations. Our firm will help you build wealth, plan for retirement, and invest in the future. Your financial independence is our primary focus.

Your wealth is unique.

Our Investment Philosophy >