Process

Wealth Management consists of two separate and distinct disciplines:  Investment Management and Financial Planning.  We believe the two cannot be separated, and, while we work closely with our clients other advisors, we require that all clients retain Coast Wealth Management as both their primary investment manager and financial advisor. 

The rationale behind this is that for a financial plan to be of any real value, its recommendations must be properly implemented.  Similarly, for an investment portfolio to be truly customized, it must be constructed to achieve your unique goals, objectives, time frames, and tolerance for risk. 

Our role as wealth managers is to integrate these two functions seamlessly based on a thorough understanding of your  unique circumstances

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