Coastal Beacon Private Wealth is a relationship-focused wealth management team dedicated to helping individuals, families, and business owners build, protect, and transfer wealth with confidence. With Senior Wealth Advisors John and Tracy, each bringing more than 15 years of experience in the financial services industry, the team provides personalized guidance tailored to every stage of life. Together, they support clients through a wide range of financial milestones, from accumulating wealth and preparing for retirement to navigating complex estate and legacy planning needs.
At the heart of the practice is a commitment to serving multigenerational families and fostering long-term, trusted relationships. John and Tracy work closely with their Associate, Debra, forming a collaborative team that has been together for a decade. Their continuity, experience, and client-centred approach allow them to provide thoughtful advice and a seamless service experience, helping families stay aligned with their financial goals across generations.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
An option that focuses on providing advice about managing wealth for clients. Advisors fee is based on portfolio value rather than commissions.
The Coastal Beacon Private Wealth team has a comprehensive perspective on wealth management. We represent years of expertise, consistency, stability, and trust.
Our advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.
