For new investors or inquiries below the account management minimum, Coastwise Capital Group provides dynamic financial consulting - providing you insights based on years of market experience. 


See below to learn more about how financial consulting with Coastwise can improve your financial health and literacy. 

  1. Setting up a financial plan 

  2. Investment windows 

  3. Dividends & income strategies 

  4. Basic trading strategies

Finacial Consulting

Options Education

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© 2017 by Coastwise Capital Group, LLC 

Call us today: (858) 454-6670