At Coastwood Private Wealth, we use our experience and expertise to help our clients reach their financial goals, achieve their dreams, and live the lifestyle they want.
We help our clients to understand the financial implications and empower them to make the right decisions for themselves and their families.
We are a team of financial experts who work together to create a plan specific to the needs of each individual. We work with our extensive network of providers to develop a working strategy and execute that plan, with confidence in knowing it’s the right approach for you.
Coastwood Private Wealth is there to assist you with your financial priorities at every stage of your life, providing an unbiased, in-depth approach encompassing all aspects of wealth management.
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.
Forward-Thinking Solutions tailored to your unique circumstance to provide peace of mind, now and for the future.
Our advisors are entrepreneurs who value an independent approach to investing and wealth management. We cultivate a holistic approach that puts clients first.
The Coastwood Private Wealth team has the experience needed to provide a comprehensive perspective on wealth management.
Together we have decades of stability, trust, and success.
Tales of empires are as old as civilization itself. From ancient Mesopotamia to Rome, from the Mongols to the British, history is replete with stories of great powers that rose to dominate vast swaths of territory, only to eventually crumble under the weight of their ambitions. The United States of America, as the preeminent global superpower of the modern era, finds itself at a critical juncture in this age-old narrative.
As a proud and committed community member, Coastwood Private Wealth is honoured to announce the launch of Coastwood Cares to give back to local communities. This new initiative embodies our dedication to social responsibility and mission to help families and businesses achieve their life goals while fostering a better world.
At this very moment, the U.S. faces a fiscal predicament which urgently calls for proactive measures following the 2024 presidential election. The nation’s mounting debt crisis demands immediate attention, yet neither party has outlined a clear strategy to address this pressing issue. This election cycle has had no shortage of historic events, from the attempted assassination of Former President and Republican Nominee Donald Trump to Vice President Kamala Harris replacing President Joe Biden as the Democratic Nominee. Yet the underlying fiscal dilemma, if left unaddressed, risks triggering an economic crisis that even Wall Street may be underestimating—dismissing U.S. debt concerns as mere cautionary tales.
