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Growing and Protecting Your Wealth

Your life’s goals and dreams are your own, but the path to achieving them may need clarity, requiring a distinctive service that offers individual attention and personal guidance. Tailoring financial strategies to fit your needs require a depth of resources from financial professionals who are seasoned and experienced. Our financial planners, backed by our Planning Solutions Group team within Coastal Wealth, have the knowledge and resources to ensure you meet your goals by developing and implementing a financial plan that will serve as a well-organized road map.

Our Planning Solutions Group is staffed by a professional team of para-planners, product line professionals, and financial planners who work together in a “think tank” format to help you maximize your wealth potential.

In today’s world of challenging markets, you want to be confident you’re making the right decisions for your financial future. Whether you want to optimize your investments or create a trust for your loved ones, building a successful wealth management strategy requires a full financial road map that considers your goals and risk tolerance. That way, you can preserve, grow and distribute your wealth — with a plan that fits your comfort level and vision for the future.

Coastal Wealth embraces a comprehensive approach to private wealth management. We start with a deep understanding of the unique needs and values of each client, and then integrate a team of trusted advisors to create a comprehensive plan.

The ability to service you holistically helps ensure that all your assets are considered while working together towards your stated goals. Our leading-edge technology platform provides access to the best-in-class solutions and provides transparency into all the elements of your plan.  Our goal is to help you make informed decisions that maximize the potential of your financial life.

Personal Wealth Navigation

Clients hire Coastal Wealth advisers to help coordinate their total financial life.

Coastal Wealth is a Wealth Management firm that offers a full-range of financial solutions serving the needs of high net-worth individuals, families and companies. Since many of our clients receive advice from multiple sources (CPA, attorney, stockbroker, private banker, insurance agent, etc.), they ask us to take a leading role coordinating the advice.  Our financial planning platform allows us to seamlessly integrate your entire financial life into a comprehensive plan giving you confidence that all your assets are working towards your goal.

Our Personal Financial View platform allows us to streamline the financial planning process. It provides a single platform where we can advise clients on virtually all their financial matters:

Financial Planning

To create a financial plan that best suits your needs, we take the time to understand your goals and values and then develop strategies to help protect and preserve wealth. No matter where you are in life, we can provide guidance, tools, and solutions to help you prepare for life’s uncertainties.

Risk Management

Because asset protection, risk management and insurance are critical elements in any financial plan, we review your insurance portfolio regularly and identify the best strategies to help meet your changing needs. We offer a range of insurance solutions from term or permanent life to disability income and long-term care insurance to help protect you from the unexpected.

Estate, Gift & Trust Planning

Estate, gift and trust planning is more than wealth transfer upon death. Integrated estate planning considers your goals and values for a tax efficient disposition of your assets during life and beyond.

Education Planning

A college education is one of the most valuable gifts you can give a child, but it can also be one of the most expensive. Coastal Wealth advisers can help you plan for those expensive bills, without sacrificing other important financial goals.

Budgeting & Expense Management

Understanding the relationship between your financial commitments and your cash flow will help us prescribe budgeting scenarios best suited for you and your lifestyle.

Account Aggregation

Our account aggregation service allows you to store all your financial account information in one on-line virtual vault easing the burden from going to multiple sites to view your complete financial life.


Our Unique Process

Finding the right solution for your personal or business goals requires us to pay attention to the circumstances of your unique situation. Our six-step process is designed to ensure you get on course and remain on course to achieving your goals.

  • Identify. Before we recommend any product or service, ask questions and get to know you and your unique situation and goals.
  • Gather Information. Once we have a clear understanding of your goals, we gather documents and other information to work out what assets and liabilities you have before giving advice
  • Analyze. After we gather information we then analyze your portfolio and policies to create our custom financial plan which is your road map to achieving your goals
  • Present Custom Plan. After analyzing, we present your custom goal-based plan which will allow you to make informed decisions.
  • Implement. Once you are satisfied and ready to be on the path to achieving your goals, we work with you to implement your strategies.
  • Accountability. Because your goals and financial situation will change over time, we continue to work with you over time through regular reviews so you can continue to meet your goals. 
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