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Coastwise wins Five Star Award for 12th conesecutive Year
PRESS RELEASE - FOR IMMEDIATE CIRCULATION
COASTWISE ANNOUNCES 12th PRESTIGIOUS FIVE STAR AWARD
La Jolla, CA (January 10, 2023) Coastwise Capital Group, LLC is pleased to announce twelve years of recognized managerial and client service excellence with the receipt of the 2023 FIVE STAR Wealth Manager Award. The 2023 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 2023 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 12th 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 are honored to receive the FIVE STAR award for the twelfth year running. Coastwise takes pride in being a dependable and respected wealth manager within the San Diego community and around the country, particularly through turbulent times. We look to another year of providing great client forward service,” said Coastwise CEO and Chief Investment Officer, Scott Kyle.
"Knowledge, responsiveness, and personal service are the key values which our clients most appreciate. Our commitment to delivering all three is what our clients expect and deserve. We are happy that our dedication to client service has been recognized for a twelfth consecutive year," said Coastwise Financial Advisor, Laurie Itkin.
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, CA, Coastwise was named a FIVE STAR Wealth Manager for the 12th year in 2023. 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