COASTWISE ANNOUNCES 10th PRESTIGIOUS FIVE STAR AWARD & OFFICE MOVE

Updated: May 3






COASTWISE ANNOUNCES 10th PRESTIGIOUS FIVE STAR AWARD & OFFICE MOVE ​​​​​​​ La Jolla, CA (January 13, 2021) Coastwise Capital Group, LLC is pleased to announce ten years of recognized managerial and client service excellence with the receipt of the 2021 FIVE STAR Wealth Manager Award. The 2021 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 2021 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 10th 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 feel privileged to be acknowledged as a dependable and respected wealth manager within the San Diego community, especially for the tenth 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. In order to accommodate its growth and additional Financial Advisors, Coastwise Capital Group, LLC has moved to a larger office space. Coastwise remains in the downtown La Jolla area, on the corner of Fay and Silverado at: 7777 Fay Avenue, Suite G-5 La Jolla, CA 92037 With a new and improved office space, Coastwise looks forward to being even better suited to serve its clients and their respective portfolio needs. 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 10th year in 2021. 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

Featured Posts
Search By Tags
No tags yet.
Follow Us
Recent Posts