We understand the importance of aligned interests and manage client funds accordingly.

THE COASTWISE ADVANTAGE

Coastwise is a boutique money management firm which has been named the #1 Financial Advisor in La Jolla for three years in a row by the readers of La Jolla Light and the Village News. Coastwise is also a ten time winner of the prestigious Five Star Wealth Manager award recognizing the top 2% of all Investment Advisors throughout San Diego.

 

 

We believe one of the myriad reasons for these accolades includes the fact that each Coastwise client has his or her own fully customized separate account designed to meet unique investment needs and objectives.

Coastwise capital ship

Direct Access to Your Adviser 

 Your Financial Adviser, the one who monitors your account, is directly available to you..

  • Customization - Managed to your specific Circumstances 

Separate 
Account Benefits 

  • Flexibility - Can Adapt to Changes in the market Instantly  

  • Security and Peace of Mind - 3rd party custody, all reporting direct from broker

  • Capital Flows - Funds are yours alone, not pooled

  • Transparency - Full access to real time data 

  • Total Control - Establish requirements to fit your needs

  • Tax Sensitivity - Ability to optimize taxes annually