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.
Direct Access to Adviser
Your Financial Adviser, the one who monitors your account, is directly available to you..
Customization - Managed to your specific Circumstances
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