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LA JOLLA, CA (February 13, 2014) Coastwise Capital Group, an independent boutique investment advisory firm specializing in sophisticated money management for affluent individuals, families, and institutions, was named a 2014 FIVE STAR Wealth Manager in San Diego for the fifth consecutive year. The piece is featured in San Diego Magazine’s January issue.
“We feel privileged to be acknowledged as a dependable and respected wealth manager within the San Diego community, especially for the fifth year running,” said Coastwise CEO and Chief Investment Officer Scott Kyle.
The 2014 FIVE STAR Wealth Managers’ list represents less than 2 percent of the wealth managers in San Diego. Wealth managers are nominated by peers, as well as firms including CPAs, estate planning attorneys, and other financial institutions.
About Coastwise Capital Group
Coastwise Capital Group, LLC is a boutique money management firm committed to creating customized portfolios for individuals, families, and institutions. Headquartered in La Jolla, California, Coastwise has been named La Jolla’s Best Financial Advisor in the La Jolla Light’s 2009, 2010, 2011, & 2012 Best of La Jolla poll, Best Financial Advisor in the 2010, 2011, & 2012 La Jolla Village News’s Readers Choice Awards, as well as a 2010, 2011, 2012, 2013 & 2014 FIVE STAR: Best in Client Satisfaction Wealth Manager. Coastwise carefully constructs each Separately Managed Account to achieve the current and evolving financial objectives and time horizons of its clients. For more information, please visit www.coastwisegroup.com.