A complete list of active advisors currently associated with Coast Wealth Management Group, LLC

Warmer can help you find a great advisor at Coast Wealth Management Group, LLC or one who fits your needs even better.

Coast Wealth Management Group, LLC provides ongoing asset management and financial planning and consulting to individual and business clients, including full financial plans and shorter consultation services. The firm manages approximately $19.65 million across fewer than 100 client relationships and administers both discretionary and non‑discretionary accounts. Investment strategies are built on fundamental analysis and are tailored to each client’s goals, time horizon, and risk tolerance; the firm may engage sub‑advisors to implement agreed models. Clients may elect non‑discretionary arrangements—about $7.17 million of client assets are managed non‑discretionarily—and accounts are reviewed at least quarterly for allocation, rebalancing, and tax‑loss harvesting opportunities. Noteworthy disclosures in the brochure include an insurance affiliation: the firm’s principal is a licensed insurance agent with Charter Financial Group of Carolina who devotes roughly 25% of his time to that activity and receives commissions for insurance sales. The brochure also discloses a historical 2010 consent order involving a supervised person with the Rhode Island Department of Business Regulation related to suitability and marketing of replacement life insurance and fixed annuities, and the firm does not vote client proxies (clients receive proxies directly).

To learn more about the advisors currently working at Coast Wealth Management Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Coast Wealth Management Group, LLC's office locations.