Cayucos Wealth's
Financial Services

What We Do

We use our skills, experience, knowledge and financial experience to help clients chart financial futures that meet their goals and ambitions.

We are on the journey with you and those you love as you navigate life’s challenges and opportunities. We walk you through the complex financial world of markets and securities, and have your back with day-to-day family issues like paying bills for elderly parents or advice about expensive life decisions.

John McManus, Cayucos Wealth
Financial Planning

Financial
Planning

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In-depth financial analysis from a Certified Financial Planner™ (CFP®). Cayucos Wealth works with clients to develop custom strategies that focus on retirement business succession planning and other life goals.
Investment Management

Investment
Management

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Based on individual client goals, risk tolerance and time frames, we manage clients’ investments and communicate regularly on progress toward your goals. We provide ongoing investment advice from longtime professionals.

Retirement Planning

Retirement
Planning

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We help you prepare today for your future life so you can meet your goals and dreams independently. We set your retirement goals, estimate the amount of money you will need and invest to grow your retirement savings.
Estate Planning

Estate
Planning

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We make plans for transferring your assets to your family members or organizations you hold dear to protect your estate beyond your lifetime. You work hard for your money and we work equally hard to protect it.
Risk Management

Risk
Management

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With a Certified Public Accountant (CPA) on our team, we help mitigate taxes. Growing wealth and preserving it for our clients are a key focus for Cayucos Wealth.

The Cayucos Wealth Difference

Regional & Respected

We follow up and follow through. We have a deeper understanding of the needs, attitudes and ambitions of our friends and neighbors on the Central Coast. We truly listen to understand their needs, then act to bring their financial goals to life. We have a track record of keeping in touch with clients and meeting their expectations.

Pragmatic & Problem Solvers

We offer advice that makes sense and that you can trust. Many of our clients have turned to us to take a good look at their portfolios and offer solutions for greater growth or protection of their assets. We’re honest and straightforward in providing insight to hidden costs, how investments are structured, tax implications and unique the cost of risk. We outline additional possibilities and knowledgeably walk you through your options.

Independent & Intentional

Individualized attention makes a difference. We are an intentionally boutique firm offering independent advice. We don’t sell financial products for commission, instead we build custom plans and portfolios tailored to the unique needs of each client, then work with them one-on-one for a lifetime. And we build personal relationships through the years.