Wealth Coast - Wealth Management and Insurance Solutions

08/06/2026

We are proud to share that all six Wealth Coast partners (Henry Sladek, Joshua Buttrey, Tyler Terry, Thomas Miller, Timothy Mulroy, and Chad Shaw) have been recognized on the Forbes 2026 Top & Best-in-State Financial Security Professionals list! While we're humbled by the recognition, what matters most is the trust our clients place in us.

We're grateful for the opportunity to serve individuals, families, and business owners, and we remain committed to delivering thoughtful guidance for generations to come. We're honored to help our clients Get the Most Out of Life every day!
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Forbes Best-in-State Financial Security Professionals (July 2026), based upon data as of December 30 the previous year. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.

06/18/2026

Planning = Freedom to Live Life on Your Terms

Life doesn’t unfold one priority at a time. Careers evolve, businesses grow, families expand, and new responsibilities emerge, often all at once.

After more than 20 years in financial planning, Wealth Coast Partner Tim Mulroy has found that the most successful individuals—especially business owners and driven professionals—aren’t just reacting to what’s next. They’re intentional about building a plan that gives them flexibility and control.

According to Northwestern Mutual’s latest Personal Prosperity Index, 71% of Americans who work with a financial advisor say they feel financially secure. Without a financial advisor, only 38% of Americans feel the same.

For many of the people we work with, that sense of security comes from clarity. It’s understanding how decisions in your business impact your personal goals, how today’s success translates into long-term freedom, and how to align every moving piece into a cohesive strategy.
Financial planning, at its best, isn’t just about numbers. It’s about creating the ability to spend your life doing what you want, when you want, with the people who matter most.

What’s one financial priority you’re focused on right now?

10/27/2025

Life insurance medical exams are a key part of evaluating health risks and determining the appropriate coverage for clients.

Wealth Coast partner and private wealth advisor, Timothy Mulroy - Northwestern Mutual, recently shared insights with Wall Street Journal Buy Side on what these exams entail - from blood pressure checks to reviewing complex medical histories - and why they are so important in the underwriting process. We also discussed no-exam options, such as accelerated or simplified underwriting, which can provide flexibility while still offering meaningful protection.

To learn more about the Life Insurance Medical Exam process, what it involves and how it affects you, read the full article here:

https://www.wsj.com/buyside/personal-finance/life-insurance/life-insurance-medical-exam?gaa_ts=68f09ed3&gaa_sig=jpbBX9hmo9rBrd949eIv7o6YbGsqYRi-GAkZ1y2Ma2i-iLfRq_FQ5owNpdS_wFCltlVBFbHBo5yslO4nlh_vjA%3D%3D&gaa_at=eafs&gaa_n=AWEtsqcKp_regVA7ScdX8zjqpE-zl18L-VEpK1VpJvgWBFNffiDAHI_QhdXh

08/01/2025

We are excited to announce that Wealth Coast has merged with MST Financial, doubling our strength and expanding our expertise to better serve you!

This merger combines our tailored financial planning with MST’s strategic investment management.

We welcome three new partners: Tom Miller, Henry Sladek, and Chad Shaw, along with six skilled team members joining our mission to guide you toward financial success.

Together, we're committed to helping you get the most out of life. Stay tuned for more updates!

07/22/2025

🔔 Reminder 🔔

Don't forget to tune in this morning at 7:40 a.m. PT for an exciting segment on The Business Briefing! 📈

Topic: Insights from Northwestern Mutual’s latest Planning & Progress Study
Trend: More Americans plan to leave an inheritance, fewer expect to receive one.

📅 Date: Tuesday, July 22
⏰ Time: 7:40 a.m. PT (live!)
🎙 Where: SiriusXM Business Radio, Channel 132

Josh will explore the growing inheritance gap and its implications on long-term financial planning. Perfect for your morning coffee ☕️. We hope you'll tune in!

Listen live here: https://www.siriusxm.com/player/channel-linear/entity/9737bbee-364f-05f9-fe3f-392bbbf61850?visitorid=05571629691544406483191384510131061627&visitnumber=2&_branch_match_id=1475859741706069580&utm_source=SiriusXM%20Landing%20Page&utm_medium=.com&_branch_referrer=H4sIAAAAAAAAAx3MQQrCMBBA0dt02cwkk7QRijsRtx5AUkx10KZhkqorz25x%2BXnw77XmslOqfOY25Nw%2BOT0UAeTTcdXpMO5fXLimdR6jDLr51yJ8HcDaDp32zqMlInDUG%2FRoerIIaBDcpl3zlThFEU63yyjLu2yXc5iC8A%2BS6LtteQAAAA%3D%3D

07/22/2025

LIVE TOMORROW MORNING – Josh Buttrey will be joining The Business Briefing with Janet Alvarez on SiriusXM Business Radio channel 132!

They will be diving into new insights from Northwestern Mutual’s latest Planning & Progress Study, including a surprising trend: more Americans say they plan to leave an inheritance, yet fewer expect to receive one.

📅 Tuesday, July 22
⏰ 7:40 a.m. PT (live!)
🎙 SiriusXM Channel 132

Josh will share why this growing inheritance gap matters and how it might impact the way we think about long-term financial planning.

It’s a quick, insightful segment – perfect for your morning coffee. We hope you’ll tune in! And if the topic resonates, let’s connect and talk more.

Listen live here: https://www.siriusxm.com/player/channel-linear/entity/9737bbee-364f-05f9-fe3f-392bbbf61850?visitorid=05571629691544406483191384510131061627&visitnumber=2&_branch_match_id=1475859741706069580&utm_source=SiriusXM%20Landing%20Page&utm_medium=.com&_branch_referrer=H4sIAAAAAAAAAx3MQQrCMBBA0dt02cwkk7QRijsRtx5AUkx10KZhkqorz25x%2BXnw77XmslOqfOY25Nw%2BOT0UAeTTcdXpMO5fXLimdR6jDLr51yJ8HcDaDp32zqMlInDUG%2FRoerIIaBDcpl3zlThFEU63yyjLu2yXc5iC8A%2BS6LtteQAAAA%3D%3D

01/28/2025

Are you a CFP® looking to join a fast-paced, growing wealth management firm? We're . Know anyone who might be interested?

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11/06/2024

Congratulations Tim! 🎉

Wealth Coast is thrilled to announce that our founder and partner, Timothy Mulroy - Northwestern Mutual, has been featured in the Los Angeles Times Business to Business annual “Orange County Visionaries” banking and finance section! This recognition highlights the region's leading financial stewards who are shaping the future of the Orange County business community.

Read more about Tim's incredible achievement at the link below:

https://www.latimes.com/ocb2b

10/07/2024

🌟 What an incredible day at Second Harvest Food Bank! 🌟 Our team came together and sorted a whopping 4.5 TONS of pears 🍐. It was truly inspiring to see the impact of our collective effort in giving back to our community. Thank you Second Harvest Food Bank of Orange County for having us! 💪✨

10/03/2024

Northwestern Mutual, one of the strongest financial services companies, announced it expects its highest dividend payout ever.

We are proud to partner with a company that shares its success and puts policyowners first.

Here's to getting the most out of life!

Read more: https://www.northwesternmutual.com/life-and-money/northwestern-mutual-expects-record-breaking-dividend-payout/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_planning-with-nm_field&utm_term=dividend-payout-2025&agentid=092821