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When Special Care Is Needed: The Special Needs Trust Coaches A Fruitful Retirement: Social Security Benefit

Holistic

We are here to help educate our clients about some of the most efficient concepts and strategies utilized in the financial community today. Primarily serving successful entrepreneurs, professionals, and retirees, our goal...

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Independent

Coastal Wealth Management is a full-service financial firm whose professionals are dedicated to helping our clients build wealth, protect assets, and preserve their estates.

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Collaboration

One of the assets of the firm’s value proposition is the degree to which we employ collaboration both internally and externally. Our team includes highly qualified individuals with credentials such as Certified Financial Planning...

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Understanding Today's Financial Environment

Independence is a key word when it comes to the mission of Coastal Wealth Management (CWM). As an independent marketing organization (IMO), the firm has constructed a blueprint platform for independent representatives—more than 150 across 24 states—to deliver customized strategies that uniquely fit client needs.

Navigating today’s financial environment has become more challenging than ever before. With so many unknowns ahead of us in this country we believe it’s our firms mission to fully equip our clients and work alongside them to build a plan that addresses both today’s needs as well as anticipates tomorrow’s challenges. When designing a plan we use a holistic approach that includes wealth accumulation/distribution strategies, investment tax options, and overall risk management. This approach combined with our client centered philosophy is the reason CWM is one of the fastest growing IMO’s in the nation today.

Helpful Content

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When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

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Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

 

What You Should Do About Insurance Following a Divorce

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Once Upon a Goal

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