Welcome to Coastal Wealth Advisors. We’re a different breed of wealth management firm. Our job is to make your financial life easier so that you can spend your time doing the things you love.
Do you think you’re paying too much in taxes?
Do you wish you could get more income from your assets?
Not sure how all the financial parts of your life are supposed to work together?
We address these questions and more.
Just a few of the wealth management services we provide…
Tax Planning for your life, investment portfolio, charitable, and estate goals
Done for you tax efficient, low-cost investment portfolios with tax loss harvesting
Required Minimum Distribution planning from retirement accounts
Estate planning using a myriad of living, testamentary, and charitable trust strategies
Private Equity
Capital gain exposure planning with passive and real estate property
Real estate income planning for investment properties
Small business, private family business financial and tax planning
Financial analysis and planning for one-off events, i.e. managing 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…
With us, you aren’t just a number in a long list of clients. 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 only answer to you.
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.
The best way for us to learn more about each other is to simply have a short conversation at no cost to you. Complete the quick form below and we’ll be in touch shortly to discuss your specific needs.