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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.
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.
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.
Discover an array of services for all your financial needs.
We create each portfolio carefully tailored to meet the current and evolving financial objectives of each client.
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.
We possess extensive and unique expertise with using sophisticated options trading techniques.
Coastwise has experience and expertise in facilitating, advising, and valuing alternative assets that complement many of our clients’ portfolios.
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.
There was no compensation provided for any awards and Coastwise is not affiliated with the groups providing awards.
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We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
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