Top talent committed to our principles, goals and clients.
Founded in 2006, 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 and a broad range of solutions which are carefully tailored to meet the current and evolving needs of each client.
The advisors at Coastwise have one goal in mind - to help you reach your long-term financial goals. Unlike larger firms, we spend more time with each client to understand their needs and answer any questions along the way. Our financial advice is designed to keep your mind at ease. Knowing that no two situations are the same; a customized approach allows us to adjust your portfolio at any given time to suit changes in your investment objectives or financial situation.
Scott G. Kyle
Chief Executive Officer - Chief Investment Officer
Patrick Fischer
Financial Advisor - Portfolio Manager
Laurie Itkin
Financial Advisor - Portfolio Manager
Brad Saenz
Chief Operations Officer - Financial Advisor
Trystan Cleaver
Operations & Marketing Manager
Jordan Lawson
Independent Solicitor