About Us

ABOUT US

Coastal Capital Management, a registered investment advisory firm (RIA), was formed in 2014. Coastal Capital Management employs a team with over 40 years of combined investment experience.

We provide personalized financial planning and investment management services to individuals and employers. We are fiduciaries, placing our clients’ interests at the core of each relationship and our advice is free of conflicts of interest. Our interests are mutually aligned with those of each of our clients.

Since our founding, we’ve successfully designed and delivered financial and retirement planning services and investment management services.

We are a client-focused team of problem solvers. We help each of our clients successfully identify financial and retirement goals and develop, implement, and manage a plan with the sole objective of successfully meeting these goals.

From the first time you speak with someone from Coastal, you’ll get a sense that our clients’ success is a personal endeavor for each of us. We truly enjoy the opportunity to help, guide, and assist.