If you call Kiawah Island your home, you have unique financial planning and wealth management needs that may be underserved by mainstream financial advisory firms. We believe you deserve more. At Coastal Wealth Advisors, located on Maybank Highway here on Johns Island, we specialize in holistic wealth management for families like yours.
Are you paying too much in taxes?
Do you wish you could get more income from your assets?
Is your investment portfolio not as tax optimized as you’d like?
Do you have concerns about leaving a legacy for your children and grandchildren?
Are you seeking more guidance and higher levels of service for the same (or even lower) advisory fees you have now?
We address these questions and more. With us, you aren’t just a number in a long list of clients. You also aren’t solely a profit center and certainly aren’t a part of an inflexible financial product with sometimes hidden fees and poor performance.
At Coastal Wealth Advisors, your family becomes an extension of our own. Your unique financial situation requires unique solutions and because we’re an independent wealth management firm, we don’t answer to a corporate parent; we answer to you. We’re also fiduciaries which means we are legally held to the highest ethical practice standards to do what is in your best interests regardless of our own.
Families like yours require fiduciary advice for all or some of the following:
- Done for you tax efficient, low-cost investment portfolios with tax loss harvesting
- Required Minimum Distribution planning from retirement accounts
- Tax planning before year-end in coordination with your CPA
- Estate planning using a myriad of living, testamentary, and charitable trust strategies
- Capital gain exposure planning with passive and real property
- Real estate income planning
- Small business and private family business planning
- Financial analysis and planning for one-off events, i.e. selling highly appreciated assets
- Charitable giving planning, including Donor Advised Funds
- Education and other intergenerational gifting strategies
- Risk management for real assets, art, and collectibles
- And many more…
Long gone are the days of hiring a commission-based stock broker and expecting fiduciary level guidance on a wide range of family needs. There’s a better way to help you and your family accomplish the lifestyle you desire. We built Coastal Wealth Advisors specifically to address the unmet needs of unique families like yours.
If you’re dissatisfied -or perhaps indifferent- with your current level of service and advice, we’d welcome the chance to give you a second opinion. We’re a boutique firm by choice and have a vast array of skill sets and experience to help you accomplish your unique financial aspirations. Click below to get in touch. We look forward to learning about you!