About My Practice
Coast Wealth Management, Inc. provides comprehensive fee-only wealth management services to individuals, families, trusts, and businesses. We are an independent, Registered Investment Advisory firm; recommendations are based solely on your specific needs, circumstances, and goals. We are not paid a commission to sell any products or investments; we are on your side, to guide you through all of your financial decisions.
Our services include:
Private Wealth Management- A comprehensive service that provides financial planning and investment management on an ongoing basis.
Investment Planning- For clients looking to be in control of their own accounts but with professional guidance on an hourly, as-needed basis.
- Portfolio Construction
- Portfolio Review and Recommendations
- Risk Tolerance Assessment
- Asset Allocation and Investment Policy Defined
Financial Planning- A written strategic plan for achieving specific goals and/or solving specific problems. Available individually or as a comprehensive plan that often includes:
- Retirement Income and Capital Needs Analysis
- Estate Planning and Tax Minimization
- Charitable Giving Strategies
- Investment Analysis and Strategies
- Monte Carlo Analysis
Experience
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 65
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
None/NA
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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