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Our Structure

Coastal Wealth Management is a full-service financial planning firm whose professionals operate under a fiduciary capacity on behalf of our clients.  As an independent firm, our loyalty belongs exclusively to our clients and not to the demands of a particular financial institution. Our independence enables us to form quality relationships with a variety of well-known investment companies and insurance/annuity providers whose platforms and products we leverage to create customized client portfolios. The diversity of our model allows us to deliver suitable advice in the areas of financial services, wealth preservation strategies, and transfer concepts; as well as, advanced life insurance options.

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