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Our Events

Coastal Wealth Management Dedicated to Giving Back – Ronald McDonald House - September 21, 2018

Team got together and homemade chili for the families the Ronald McDonald House.  It was a humbling and wonderful experience.  We enjoyed talking to the family and getting together outside of work to give back to the community.  Coastal Wealth Management looks forward to more opportunities in the future to serve.

2017 Client Appreciation Event

Our business is built on a foundation of thoughtful client relationships, so we want to celebrate those who have made Coastal Wealth Management possible.

Click here to see photos

Celebrating Women Entrepreneurs Summit

We believe in celebrating and inspiring our growing community of women entrepreneurs.

Hosted by the College of Charleston Center for Entrepreneurship and sponsored by Coastal Wealth Management and Women Entrepreneurs of Charleston.

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