In 2002, NCAM embarked on a heartfelt mission: to provide sincere and steadfast financial planning and investment guidance. While our history details the milestones of our journey, they only scratch the surface of the deep fulfillment we experience in supporting our clients and their families as they navigate their financial adventures.
NCAM Wealth Advisors, fondly referred to as North Coast Asset Management, Inc., was founded under the visionary leadership of James Bucheister. This inspiring journey began in his home, expanding his expertise from tax advisory to investment management. Guided by portfolio theory, asset pricing, and the efficient-market hypothesis, our quest commenced, driven by unwavering dedication to our clients.
As North Coast Asset Management, Inc. evolved, James's son, Brandon Bucheister, joined after serving as a Firefighter/EMT. Witnessing his father help clients recover from investment challenges, Brandon pursued financial planning at the University of California, Berkeley. He obtained credentials by passing the Series 65 Investment Advisor Law Examination and became an Accredited Investment Fiduciary®.
Initially providing sound investment counsel to tax clients, NCAM Wealth Advisors, then North Coast Asset Management, Inc., took its initial steps under James Bucheister's dedicated guidance.
Today, we've evolved into a comprehensive wealth management firm, guiding the financial destinies of select affluent clients. The bonds we forge are cherished, and guiding our clients to pursue their dreams without financial uncertainty inspires us.
Our unwavering commitment to planning and helping clients focus on life goals fills us with daily inspiration at NCAM Wealth Advisors. We're here to lead you toward the light, ensuring you confidently pursue your dreams without fretting over your financial future's brightness.
