Press Release - For Immediate Circulation Coastwise Recognized in Leaders List

PRESS RELEASE - FOR IMMEDIATE CIRCULATION

Coastwise Capital Group Recognized in Leaders Top 50 RIA Firm List

La Jolla, CA (November 20, 2024) – Coastwise Capital Group is proud to announce its inclusion in the etf.com Leaders Top 50 RIA Firm List. This list highlights Registered Investment Advisor (RIA) firms that leverage Exchange-Traded Funds (ETFs) as a core component of their wealth management strategies and demonstrate excellent growth and leadership.

The Financial Advisors at Coastwise are committed to delivering flexible, client-centered investment solutions. By utilizing both ETFs and individual securities, the firm creates individualized portfolios tailored to meet each client’s personal financial goals, giving them the freedom to live richer, more fulfilling lives.

"We are honored to be named among the leading RIA firms in the country for our strategic use of ETFs," said Scott Kyle, CEO and Chief Investment Officer at Coastwise Capital Group. "This list reflects our dedication to providing smart and sound investment strategies that deliver results to our clients."

Coastwise is pleased to add this award to our long list of recognitions including being named a Five Star Wealth Manager for 13 consecutive years and La Jolla’s “Best Financial Advisor.” The team at Coastwise is excited to continue to provide world-class service to existing and future clients in the years ahead.

About Coastwise Capital Group

Coastwise Capital Group, LLC is a boutique investment advisory firm dedicated to creating customized financial solutions for its clients while providing world-class service. Headquartered in La Jolla, CA, Coastwise was named a Five Star Wealth Manager for the 13th year in 2024. 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 info@coastwisegroup.com.