PRESS RELEASE - FOR IMMEDIATE CIRCULATION COASTWISE ANNOUNCES 13th PRESTIGIOUS FIVE STAR AWARD

Five Star Wealth Manager Award

Five Star Wealth Manager Award

Coastwise wins Five Star Award for 13th conesecutive Year

PRESS RELEASE - FOR IMMEDIATE CIRCULATION 

COASTWISE ANNOUNCES 13th PRESTIGIOUS FIVE STAR AWARD

La Jolla, CA (January 24, 2024) Coastwise Capital Group, LLC is pleased to announce thirteen years of recognized managerial and client service excellence with the receipt of the 2024 FIVE STAR Wealth Manager Award. The 2024 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 2024 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 13th 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 client service award for the thirteenth year running. Coastwise takes pride in being a respected and trustworthy wealth manager within the San Diego community and nationwide, especially during challenging times. We look forward to another year of delivering exceptional client forward service,” said Coastwise CEO and Chief Investment Officer, Scott Kyle.

"The core values our clients most appreciate are knowledge, responsiveness, and personal service. Our commitment to delivering all three key values is what our clients expect and deserve. We are honored to see that our dedication to client service has been recognized for a thirteenth 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 13th year in 2024. 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 info@coastwisegroup.com, or visit our website at www.coastwisegroup.com