Pacific Beach's FINRA-registered wealth management operation since 2008, Patenaude Gregg holds CRD #4253373 and Series 7, 24, 63, and 66 registrations from Suite 110 at 4425 Bayard Street. Year-end tax coordination for investment portfolios routes to Pacific Beach Tax Center, which prepares returns covering capital-gains and distribution data. The firm structures retirement savings plans including traditional IRAs, Roth IRAs, SEP plans, and 401(k) accounts through its affiliation with LPL Financial, the largest independent broker-dealer in the United States. Clients establishing trust and estate accounts maintain banking relationships through U.S. Bank Branch on the same Pacific Beach corridor. Patenaude Gregg designs multi-asset retirement drawdown strategies and insurance-funded buy-sell agreements for business owners navigating succession planning.