About Us

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 achieve. Our personalized service and unique investment approach is deeply trusted by our select clients. 

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 that we hope will exceed their expectations. Our firm will help you manage your wealth, plan for retirement, and invest in the future. Your financial independence is our primary focus.


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