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At Coastwood Private Wealth, our philosophy comes from the view that we can best serve our clients by helping them reach their unique dreams and goals. We then use our expertise and experience to help them understand the financial implications of the plans which they develop.
To make our personal approach work for our clients, we have created a team approach that lets us match our talents with your specific needs.
We’re happy to help with all your financial priorities at every stage of your life, providing an unbiased, holistic approach that encompasses all aspects of wealth management.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
Platinum Private Portfolios
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
Advice + Managed Platform
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
Advice Based Platform
An option that focuses on providing advice about managing wealth for clients. Advisor fee is based on portfolio value rather than commissions.
