Why Coastwise?

Why Coastwise?

Coastwise Capital Group is a high-end, award winning independent money management firm, offering investment services and expertise to affluent individuals, families, and institutions.

 

Coastwise offers customized portfolios which are carefully tailored to meet the current and evolving needs of each of our clients.

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Our Process

Our Process

We take a comprehensive, financial planning-led approach to investment management. We put together all the pieces to create a plan that is custom-built for you, addressing all aspects of your financial life.  Financial planning informs asset allocation, security selection, and portfolio management.


From estate planning, income taxes, risk management and portfolio management, to retirement, education, asset protection, and charitable planning, we can address each client’s changing financial needs.

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Our Philosophy

Our Philosophy

With intelligence and integrity we protect and grow the financial assets of individuals, families, and institutional investors worldwide, giving them the freedom to live richer, more fulfilling lives.


Your dreams and objectives aren’t like anyone else’s. We understand that you are an individual with your own goals and priorities. That understanding informs everything we do on your behalf. Our services are comprehensive and tailored to your life and your goals. Whether you are planning for the arrival of your first child or your last day of work, we can lay out a path that leads to success.

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Free Stock Options Webinar

Join Coastwise for our Options Insights webinar in which we will teach you dynamic methods of using options to generate income, protect portfolios from stock declines, hedge against inflation, and capitalize on volatility in any market conditions.  

 Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

Financial Advisory

Financial Advisory

We create each portfolio carefully tailored to meet the current and evolving financial objectives of each client. 

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Financial Planning 

Financial Planning 

We take a comprehensive, financial planning-led approach to investment management. We put together all the pieces to create a plan that is custom-built for you, addressing all aspects of your financial life.

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Options Strategies

Options Strategies

We possess extensive and unique expertise with using sophisticated options trading techniques. 

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<span>Alternative Strategies</span>

Alternative Strategies

Coastwise has experience and expertise in facilitating, advising, and valuing alternative assets that complement many of our clients’ portfolios.

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Financial &#38; Business Consulting&#160;

Financial & Business Consulting 

We bring decades of experience covering the entire business process, from company formation, to business planning, to capital raising, to preparing for and executing liquidity events. 

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Coastwise, an 11-time Five Star Wealth Manager, maintains a laser focus on world-class service.  Some of our awards include:

Our Process

Five Star Professional

“Best in Client Satisfaction”

Our History

Best of La Jolla

“Best Financial Advisor”

Our Values

Best of La Jolla

“Best Financial Advisor”

 There was no compensation provided for any awards and Coastwise is not affiliated with the groups providing awards.

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Monthly Newsletters

Monthly Newsletters

We create strategies that are tailored to your needs and goals.

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Books

Books

Years of experience have prepared us to guide you through your life transitions.

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Articles

Articles

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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