Corporate Client Services

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Whether you’re in the start-up phase or own an established prosperous enterprise, your business is most likely an important part of your life and your family’s as well. That’s why, as your business grows and matures, you may need to think about what you can do to help ensure that it continues to be successful so you and your family can achieve a comfortable retirement.

To make the most of opportunities and protect against challenges that arise, you should plan ahead – and consider these goals:

  • Offering benefits that help attract and retain top talent
  • Protecting against the loss of a key employee
  • Making sure your business will continue on your terms when you’re no longer around
  • Planning for your personal retirement and either exiting your business or becoming more of a passive owner.

Our clients include private companies, non-profit organizations and government-related entities such as hospitals, schools and universities.

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Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registererd investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC and, in PR as Equitable Network of Puerto Rico, Inc

Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer.

Pacific Coast Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or its affiliates.

For more information about Equitable Advisors, LLC you may visit to review the firm's Relationship Summary For Retail Investors and General Conflicts of Interest Disclosure.


CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

PPG-143494 (5/19) (Exp. 5/24)