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We're Focused on Your Financial Future

We provide wealth management strategies to support you and your family.

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How We Can Help You

In today’s financial climate, it can be nearly impossible to confidently create a financial strategy on your own. Luckily, our firm offers dynamic, flexible strategies tailored to your needs.

Retirement Strategies

Investments

Planning for College

Insurance Strategies

Tax Planning Strategies

Estate Planning Strategies

Why Choose Coastal Wealth Management?

Our holistic approach to investing starts with understanding of your risk tolerance, time horizon, and goals.

  • Our Philosophy

    Located at Coastal Credit Union, our focus is on our members. Our LPL advisors listen to your goals and present strategies to pursue them. We share in the philosophy of doing what is best for our members, it’s the credit union difference.

    Our Mission is You >

  • Our Team

    With our knowledge and your goals, a sound financial strategy is more attainable than you might think.

    View Our Team >

  • Your Goals

    Custom plans for every stage of life. Wherever you go, we'll go there with you.

    Explore Our Services >


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Knowledge Leads to Financial Freedom

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Retirement Is a Beginning

Retirement Is a Beginning

Key questions to answer when you are considering retirement.
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What's My Potential Estate Tax?

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
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5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe to pursue success in retirement.

Have a Question?

Not sure where to start? Looking for a more personalized experience? Simply ask a question and our team will reach out to you soon.

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