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Financial Planning for the Marine Industry

At Coastal Wealth, conversations focus on what's most important to you. We want to know your concerns and how you wish to protect your family and everything you've worked so hard to achieve.  Armed with this knowledge, we can help you map out a strategy that addresses the areas that truly matter most ot you.  Through your holistic wealth plan, you'll be equipped with the proper resources to identify your financial ambitions and we help you on your path toward achieving your goals. 

CLIENT FOCUSED

At Coastal Wealth, we play hard on the water, but we also work tirelessly to help you achieve your goals. Through our collaborative environment, Costal Wealth helps you achieve financial success so that you can spend more time on the water.

SOLUTIONS FOCUSED

We adhere to an approach that is firmly grounded in evidence, research and proven results. We build goal based holistic plans using cutting edge technology that puts real time data in your hands so you can track your progress and gain peace of mind.

UNDERSTANDING YOUR NEEDS

We share with all our clients an affinity for being on the water. But we also understand that each client has unique needs and goals. We take a personal approach to building your wealth and legacy and take the time to understand their situation, their concerns, and goals. That understanding guides every decision we make and every piece of advice we offer.

We help you watch your money while you watch your lines.

Our Solutions based Process includes: 

Be prepared in life.  When life takes an unexpected turn, you want to be sure that your family is taken care of.  We offer several strategies to protect your families and loved ones through multiple insurance vehicles.  whether it be permanent or temporary, personal or business, or short or long term, we have the solution for you. 

  • Financial Planning
  • Retirement
  • Estate
  • Business
  • Investments

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