Founded in early 2015, Coastal Wealth Advisors is more than just a financial services firm; we’re your partners in navigating the complexities of wealth management. As a mid-sized, fee-based registered investment adviser, we specialize in providing tailored investment management and financial planning solutions to families, privately held businesses, high net worth individuals and/or charitable organizations both locally and nationally.
We Create Custom Solutions
At Coastal Wealth Advisors, we understand that every individual, family, or organization has unique financial goals and aspirations. That’s why we’ve built our firm as a boutique investment adviser, dedicated to providing bespoke financial experiences for each of our clients. Our comprehensive process begins with a deep understanding of your personal financial situation and preferences. By taking the time to truly grasp your needs, we ensure that our recommendations are not only suitable, but also aligned with your long-term objectives.
Proactive Planning & Trust are Key
As your trusted financial counsel, we are committed to staying ahead of the curve, actively monitoring economic, tax, and capital market trends that may impact your specific situation. Whether it’s adjusting portfolio allocations or providing guidance on estate planning, tax strategies, education funding, or retirement planning, we’re here to proactively navigate you through any financial challenge.
We're Here For You
At Coastal Wealth Advisors, we believe that trust is the cornerstone of any successful advisory relationship. Our goal is not just to be your financial advisors for today, but to be the last trusted advisors you’ll ever need. We consider it the highest honor to work with families across generations, providing continuity and reliability in an ever-changing financial landscape.
Collaboration
We work collaboratively with your existing tax, insurance, and legal advisers to ensure a holistic approach that always prioritizes your best interests through a fiduciary lens.