Coastwise Named Five Star Wealth Manager

February 6, 2020

COASTWISE NAMED FIVE STAR WEALTH MANAGER

 

 

LA Jolla, CA (February 6, 2020) Coastwise Capital Group, LLC is pleased to announce nine years of recognized managerial excellence with the reception of the 2020 FIVE STAR Wealth Managers Award. The 2020 FIVE STAR Wealth Managers’ 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 institutions. The piece is featured in San Diego Magazine’s January 2020 issue.

 

The advisors at Coastwise work hard 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 feel privileged to be acknowledged as a dependable and respected wealth manager within the San Diego community, especially for the ninth time,” said Coastwise CEO and Chief Investment Officer, Scott Kyle.

 

"Our clients have told us they value three things in a financial advisor: knowledge, responsiveness, and personal service. Our commitment to delivering all three is what our clients expect and deserve," 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 9th year in 2020. 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 [email protected], or visit our website at www.coastwisegroup.com

 

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