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.

Working with Blair Applegate over the Past 10+ years has allowed me to have reassurance that my family’s financial needs are in good hands - even as my financial situation has greatly shifted over the years. He’s 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.

Ive known Blair for over 15 years and can vouch for his integrity and expertise in the financial services industry. I have had the chance to sit in on meetings with Blair and his clients and have been able to witness first-hand the level of investment knowledge and his ability to make the very complex simple. I am 100% confident in his abilities to service any client looking for financial guidance or an initial consultation.

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.

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.

Ive 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.

Ive known Blair both personally and professionally for about 20 years. Youre not going to get a more fiduciarilly (is that a word?) focused financial advisor than Mr. Applegate. Blair is dedicated, detailed, persistent and patient which all serve him well as he takes care of your finances. Theres a good chance that after working with Blair and entrusting him with your money, youll not only have a new trusted advisor, but also a friend. Blair currently manages the finances for my wife and I - and we are more that happy with the returns weve received thus far. With the myriad of financial advisors out there, you can feel great about choosing Blair to manage and build your financial house.

Very professional and knowledgeable! I highly recommend the team at Pacific Coast Wealth Management!