Proud Partner of

Sacramento Republic FC

Proud Partner of CA

Correctional Supervisors Org

Innovative Financial Solutions with

Wall Street Experience

High Net Worth

High Net Worth clients have more money and though they don't look for others to feel sorry for them, the responsibility of not losing it, keeping it and growing can be burdensome. We bring our clients financial peace at West Coast Swiss Group.

Strategies

Corporations & Non-Profits

Our system, products, and team directly result in a productive and happier workplace culture. Even more impactful, we bring additional products that create pension-like cash flow for your employees' retirement they never thought they could have. Less turnover, hope, and the dream for retirement is more of a possibility with WCSG. Happy and hopeful employees always leads to increased productivity and lower overhead.

Strategies

Family Portfolio

We create monthly pension-like retirements for those savers that may or may not have a pension already, those that just want to build a better nest egg faster without the chance of losing what they have or simply start a monthly plan for as little as a $100 per month.

Strategies

Agricultural Operations

Ag Corporations, farmers, and ranching families want tax-advantaged strategies without being pigeon-holed into legacy products and other strategies that fail to decrease their downside risks and maximize the long-term upside. Our cost saving Ag-specific solutions are innovative, easy to install, and proven.

Strategies

High Net Worth

High Net Worth clients have more money and though they don't look for others to feel sorry for them, the responsibility of not losing it, keeping it and growing it can be burdensome.

Strategies

Corporations & Non-Profits

Our clients are put at ease by having our system, products, and team and this directly results in a productive and happier workplace culture. Even more impactful, we bring additional products that create pension-like cash flow for your employees retirement they never though they could have. Less turnover, hope, and the dream for retirement is more of a possibility with WCSG. Happy and hopeful employees always lead to more productivity.

Strategies

Family Portfolio

We create monthly pension-like retirements for those savers that may or may not have a pension already, those that just want to build a better nest egg faster without the chance of losing what they have or simply start a monthly plan for as little as a $100 per month.

Strategies

Agricultural Operations

AG Corporations, farmers, and ranching families want tax-advantaged strategies without being pigeon-holed into legacy produts like PPLIs and other strategies that fail to decrease their downside risks and maximize the long-term upside. We have the solutions you are looking for.