Corporate Client Services

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.

Check the background of your financial professional on FINRA BrokerCheck.

Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC and, in Puerto Rico as AXA Network of Puerto Rico, Inc

AXA 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 AXA Advisors or its affiliates.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

CERTIFIED FINANCIAL PLANNER™

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)