East Coast Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
East Coast Wealth Management provides discretionary and non‑discretionary investment management, financial planning, and retirement plan consulting primarily to individual and high‑net‑worth clients, as well as trusts, business entities and participant‑directed 401(k) plans. The firm typically implements AUM‑based advisory relationships and constructs portfolios using ETFs, mutual funds, and individual equity and fixed‑income securities, often allocating portions of client assets to independent third‑party managers.
Portfolios are built from documented risk‑tolerance questionnaires and investor profiles and managed using a mix of fundamental and technical analysis with a long‑term orientation; the firm also monitors accounts quarterly and adjusts allocations as client circumstances change. In addition to standard equity and bond holdings, ECWM may use covered‑call option strategies and other derivative positions in managed accounts, and it discloses the possible use of margin and limited exposure to cryptocurrency‑linked securities.
Noteworthy aspects include an affiliation with a CPA accounting practice owned by the firm’s principal, which the firm discloses when recommending tax or accounting services, and formal referral/compensation arrangements with named independent managers and wrap program sponsors. The firm is a relatively small advisory team managing roughly $153 million for about 200 clients and provides access to certain adviser‑only funds (e.g., Dimensional Fund Advisors), which can affect transferability of those holdings on termination.
Client services
Expertise
Fee options
Financial planning fixed fees range from $250 to $2,500
$0 - $1,000,000: 1.25% $1,000,001 - $1,500,000: 1.10% $1,500,001 - $2,000,000: 1.00% $2,000,001 - $2,500,000: 0.95% $2,500,001 - $3,000,000: 0.90% $3,000,001 - $3,500,000: 0.85% $3,500,001+: 0.825%
$325 per hour
Fee-only: Financial planning fees range between $250 to $2,500 fixed fee; hourly rate $325 per hour
Main office
220 Ridgedale Avenue, Suite A3
Florham Park NJ 07932
Advisors at this office
3
Most active in
Connecticut · Florida · New Jersey · New York · Texas
Also doing business as
East Coast Wealth Management, Inc. · Mastrandrea Financial Services, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Robert M
Series 63, Series 65
Florham Park, NJ
East Coast Wealth Management, Inc.
Robert Mastrandrea is a financial advisor at East Coast Wealth Management, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2005. In addition to his advisory role, Mastrandrea owns a CPA and tax consulting practice. East Coast Wealth Management serves individual and high-net-worth clients, as well as trusts and business entities, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm constructs portfolios using ETFs, mutual funds, individual securities, and third-party managers, applying a mix of fundamental and technical analysis with a long-term orientation.
Gregory M
Series 65
Florham Park, NJ
East Coast Wealth Management, Inc.
Gregory Mastrandrea is a financial advisor at East Coast Wealth Management, Inc. with 12 years of industry experience. He holds a Series 65 designation and has been with East Coast Wealth Management since 2010. Outside of his advisory role, he owns Procast Analytics, LLC, a New Jersey–based software development and IT consulting firm. East Coast Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting primarily to individual and high-net-worth clients, as well as trusts, business entities, and participant-directed 401(k) plans. The firm constructs portfolios using ETFs, mutual funds, and individual securities, employing a combination of fundamental and technical analysis with a long-term orientation.
Brigitte B
CFP®, Series 63, Series 65
Florham Park, NJ
East Coast Wealth Management, Inc.
Brigitte Brombergklein is a CFP® professional with 18 years of industry experience, currently serving at East Coast Wealth Management, Inc. since 2014. She is also the owner and president of Winning Strategies Group, LLC, a firm that markets various insurance and annuity products. East Coast Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, corporations, and participant-directed retirement plans. The firm employs a client-specific approach using risk tolerance assessments and combines in-house management with selected third-party managers to implement diversified portfolios.
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