Welcome to Coast Wealth Management, Inc. We appreciate you considering us for your Financial Planning and Wealth Management needs.
Our Firm 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. Wealth management is far more comprehensive than investment or money management. It provides clients with a complete evaluation of their financial resources, personal risk tolerance, and capital needs requirements. We identify, quantify, and prioritize each client’s personal and financial goals. An investment policy, including an asset allocation model, is implemented and managed by the firm, designed to achieve each client's goals.
Our Clients share in the realization that by coordinating and managing today’s financial decisions they can achieve their goals for tomorrow. They are individuals and businesses who expect excellence and have made a firm commitment to achieving it themselves. Our clients want to simplify their lives, and are highly motivated to work with a professional advisor, not a sales representative.
Our Mission is to add value to the financial lives of our clients and to improve the quality of our clients lives. To provide our clients with superior service and the highest quality financial planning and investment advice available based on time-tested principles