COASTAL WAY FINANCIAL GROUP
Born from a need to serve clients while providing a world class investing experience.
We strive to be the benchmark that Registered Investment Advisers are compared to. Our team possesses the expertise required to support the most complex financial situations. Every member of our team has a specific set of skills that allows us to provide customized guidance based on each client’s individual financial situation. Our team is made up of CPAs, CFPs®, and insurance professionals. Our independent fee structure is easy to understand and completely transparent. We provide an investment relationship that is attentive, responsive, client-focused, and personal.
Because we understand that tax planning plays a vital role in investment success, we work closely with Perry & Group CPA, LLC to help provide better results for our clients. In addition, we employ Estate Planning Strategies to maximize the value of your estate and avoid undue financial burdens to loved ones.
We believe that markets are efficient and we make decisions based on data-generated facts rather than emotions. We believe in the old adage, “Be fearful when others are greedy and greedy when others are fearful.”
Coastal Way Financial Group, LLC is proactive rather than reactive. We are confident that our process will translate into success and security for our clients.