Estate planning is a crucial part of financial planning and preparing for the future. An estate plan dictates who will receive your assets in the event of your death or incapacitation. This plan is key to making sure your assets […]
News & Commentary
Let’s Celebrate! Looking ahead yet and setting your plans for the New Year? Don’t forget these important birthday and half-birthday moments that have implications on your retirement income. Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half” […]
Navagating retirement? Much like start-ups, charities, family businesses and corporations have experienced financial missteps, retirees also have been tripped by some classic financial mistakes. Not all of these missteps represent errors in judgment. Learning about what pitfalls are common in […]
Looking for an excuse to book that trip before the year ends? Fall is the best time to travel! Read the article
Did you change, or are you thinking about changing jobs, with funds in a retirement account? You have options and a financial advisor can help you sort through them – before you pay related taxes. This informative, quick video explains […]
When to start taking benefits Making the big deciding about when to take Social Security? Before you do, it’s a smart idea to consult with a financial advisor. One of the most common questions people ask about Social Security is […]
Respected, Cayucos-based duo builds custom investment portfolios Scott McManus, a California native, today announced the formation of an independent financial advisory firm – Cayucos Wealth – based in his hometown. As a Certified Public Accountant (CPA) and Certified Financial Planner […]
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Prepare for the winds of change.
Let us help you build a strong financial foundation.
Cayucos Wealth is a financial adviser based in the Central Coast of California whose mission is to guide clients in building a strong financial future that withstands the winds of change. For those seeking to navigate the sometimes-choppy waters of the markets, they make it possible for clients to catch the trade winds and live an adventurous retirement.
Cayucos Wealth is an investment adviser located in Cayucos, CA. This website should not be construed as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the internet. Advisory services offered through Sowell Management, a Registered Investment Advisor. Additional information about Sowell Management (CRD# 127145/SEC# 801-63991) is available on the SEC’s website at www.adviserinfo.sec.gov or FINRA’s BrokerCheck at https://brokercheck.finra.org/.
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Your Guide to Financial Planning and Building a Secure Financial Foundation
In a world filled with complex investment options, fluctuating markets, and an ever-changing financial landscape, achieving financial security and building lasting wealth can feel like navigating choppy waters. At Cayucos Wealth, we help you navigate the winds of change by […]