7777 Fay Avenue
La Jolla, CA (February 3, 2022) Coastwise Capital Group, LLC is pleased to announce eleven years of recognized managerial and client service excellence with the receipt of the 2022 FIVE STAR Wealth Manager Award. The 2022 FIVE STAR Wealth Manager list represents the top wealth managers in San Diego. Wealth managers are nominated by peers, as well as firms including CPAs, estate planning attorneys, and other financial professionals. The piece is featured in San Diego Magazine’s January 2022 issue. Coastwise is one of fewer than 40 San Diego based Advisors out of nearly 3,000 eligible to have won the award for a 11th time.
The Advisors at Coastwise work diligently to create individualized portfolios with the intent of meeting each client’s personal financial goals. With intelligence and integrity, we protect and grow the financial assets of our clients, giving them the freedom to live richer, more fulfilling lives.
“We feel privileged to be acknowledged as a dependable and respected wealth manager within the San Diego community, especially for the eleventh time,” said Coastwise CEO and Chief Investment Officer, Scott Kyle.
"Our clients have told us they value three things in a Financial Advisor: knowledge, responsiveness, and personal service. Our commitment to delivering all three is what our clients expect and deserve," said Coastwise Financial Advisor, Laurie Itkin.
Also, Coastwise is pleased to add to the depth of our award-winning service team with the addition of Trystan Cleaver as our new Marketing and Operations Manager. Trystan will serve as an added layer of operational efficiency as we continue to expand our client driven service.
"We are enthused with the addition of Trystan to the team. His added abilities will give Coastwise the room to grow and achieve its goals as we look to a bright and exciting future," said Coastwise Financial Advisor, Patrick Fischer
Coastwise Capital Group, LLC is a boutique money management firm committed to creating customized portfolios for individuals, families, and institutions. Headquartered in La Jolla, CA, Coastwise was named a FIVE STAR Wealth Manager for the 9th year in 2020. In multiple previous years, Coastwise has been named La Jolla’s Best Financial Advisor in the La Jolla Light’s “Best of La Jolla” poll, and Best Financial Advisor in the La Jolla Village News’ “Readers’ Choice Awards”. For more information on our award winning services, call us today at (858) 454-6670, email us at firstname.lastname@example.org, or visit our website at www.coastwisegroup.com