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Matthew S

Series 63, Series 65

Hoboken, NJ

Eagles Coast Wealth Management, LLC

Matthew Stone is a financial advisor at Eagles Coast Wealth Management, LLC with 16 years of industry experience. He has held positions at Sandlapper Wealth Management, LLC and Martin Capital LLC prior to joining Eagles Coast in 2018. He holds Series 63 and Series 65 licenses. Eagles Coast Wealth Management serves individual and institutional clients, including high-net-worth households, providing discretionary portfolio management along with financial planning and consulting. The firm uses a tailored approach based on client objectives and employs a mix of exchange-traded equities, mutual funds, and fixed-income securities, with accounts reviewed quarterly.

General retirement planning Wealth management Cash flow / budgeting
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Paul M

Series 63, Series 66

Daniel Island, SC

Eagles Coast Wealth Management, LLC

Paul Martin is a financial advisor with Eagles Coast Wealth Management, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His career includes roles at Morgan Stanley, Saxony Securities, and FundFarm, among others. Martin is a 50% owner of Dolabra, LLC, a marketing company. Eagles Coast Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations, pension plans, charitable institutions, estates, and trusts. The firm manages approximately $50 million in discretionary client assets, emphasizing customized portfolio construction based on fundamental, technical, and cyclical analysis.

General retirement planning Wealth management Cash flow / budgeting
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