Meet The Team2019-08-19T08:42:39-04:00

Andrew L. Kleinman

Managing Partner, Financial Adviser

Jarrett A. Perry

Partner, CPA, CGMA

Jessica Orlando

Client Relationship Manager

Coastal Way Financial Group, LLC

900 N Olive Avenue
West Palm Beach, FL, 33401

Tel: (561) 328-2759
Fax: (561) 584-7790

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COASTAL WAY FINANCIAL GROUP, LLC (“CWFG”) IS A REGISTERED INVESTMENT ADVISER IN THE STATE OF FLORIDA. BEING REGISTERED WITH THE STATE DOES NOT MEAN THE STATE ENDORSES CWFG. NO INFORMATION ON THIS SITE OR ANY ATTACHMENT TO THIS SITE SHOULD BE CONSTRUED AS A RECOMMENDATION REGARDING THE PURCHASE OR SALE OF ANY SECURITY UNLESS SPECIFICALLY STATED OTHERWISE. ANY SUMMARIES, PRICES, QUOTES, OR STATISTICAL INFORMATION HAVE BEEN OBTAINED FROM SOURCES BELIEVED RELIABLE BUT ARE NOT NECESSARILY COMPLETE AND CANNOT BE GUARANTEED. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. THE VALUE OF AN INVESTMENT IS SUBJECT TO RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED. CWFG AND ITS MEMBERS, OFFICERS OR EMPLOYEES MAY OWN OPTIONS, RIGHTS OR WARRANTS TO PURCHASE SHARES OF ANY SECURITY MENTIONED (SPECIFIC INFORMATION IS AVAILABLE UPON REQUEST). PLEASE DO NOT TRANSMIT ORDERS AND/OR INSTRUCTIONS REGARDING YOUR ACCOUNT(S) BY COMMUNICATING ON THIS SITE. ORDERS AND/OR INSTRUCTIONS TRANSMITTED ON THIS SITE WILL NOT BE ACCEPTED AND CWFG WILL NOT BE RESPONSIBLE FOR CARRYING OUT SUCH ORDERS AND/OR INSTRUCTIONS. COASTAL WAY FINANCIAL GROUP, LLC AND STOEVER GLASS WEALTH MANAGEMENT ARE NOT AFFILIATED COMPANIES