Pacific Coast Wealth Management

Blair Applegate is a financial services professional with a breadth of historical and current insight. Speaking with Blair recently over the phone, he was very generous sharing industry perspective and expert opinions. I have known Blair for over 20 years and appreciate his personal approach.
May 13th, 2020

Working with Blair Applegate over the Past 10+ years has allowed me to have reassurance that my familys financial needs are in good hands - even as my financial situation has greatly shifted over the years. Hes always available to answer the small questions and the big questions and has a great way of walking me through complex things in a way that I can understand and feel confident. His honesty and integrity combined with his personal touch are even more reasons I would recommend him to anyone.
Apr 24th, 2020

We are pleased to work with Blair Applegate at PCWM. Blair has helped us with our financial planning and making sure we understand and learn as much as possible. He is very honest, open to answer any question and focused always on our financial goals. We are very pleased working with him.
Feb 23rd, 2019

We have worked with the team for several years and it has been so helpful. Investment choices have been very good. Financial plan and estate plan was so hard for us to get together before we started working with Blair Applegate. He walked us through the process of getting our estate plan, legal documents, and accounts updated. He managed the whole process with our long time CPA and with our Estate Attorney. Very satisfied and always they are always available for help and questions too.
Oct 21st, 2018

I've been working with Blair for the last two years and he has proven to be knowledgeable, efficient and very quick to respond to all of my questions and needs. I would not hesitate to recommend him to anyone.
Jun 23rd, 2018