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10954 Beitzel Road, Elk Grove, CA 95624

Winning Strategies With West Coast Swiss Group

Tax Strategy

Predictable Retirement Solutions

Business Tax Avoidance

Liability

Legacy Planning

Superior College Saving Plans

Fee-less Portfolio Management

Market Crash Protection

Here you can find quick videos expanding on some of our strategies, philosophies & products. We are currently under re construction. Please come back and visit us in a week.

Ever start to think that portfolio investing is so confusing that you need a financial advisor to help them to your money? Maybe it’s by design. Get educated on our blog. Time to get in touch, stay in touch and get educated about your money. Your education is our advantage. Check out our extremely educational and entertaining Money Series with Money Making Mark and Regular Joe.

Testimonials

toddwille
Todd Wille
CEO, American Business Association Turnaround CEO of the Year

I’m a CFO by trade. WCSG has strategies for families, executive & business owners that accountants and financial advisors don’t have. Highest recommendation.

Johnson
John Johnson
Attorney

Probate Attorney, As an attorney, my job is to weigh risk. As an investor, weighing risk and reward is even more important. As someone retiring in next 15 years, I wanted to eliminate the risks of a stock market crash. WCSG does this better than any other company.