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LA JOLLA, CA (January 4, 2012) Coastwise Capital Group, an independent investment advisory firm specializing in sophisticated money management for affluent individuals, families, and institutions, was named a 2012 FIVE STAR Wealth Manager for San Diego for the third consecutive year. The piece is featured in San Diego Magazine's January issue.
"We feel so privileged to be acknowledged as a dependable and respectable wealth manager, especially for the third year running," said CEO and Chief Investment Officer Scott Kyle.
The 2012 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 other wealth managers, CPAs, estate planning attorneys, and the like.
Coastwise CEO and Chief Investment Officer, Scott Kyle, is the author of The Power Curve: Smart Investing Using Dividends, Options, and the Magic of Compounding, a book that reveals many of the important and effective techniques, tools, and strategies employed at Coastwise Capital Group. Buy the book here.