Personalized retirement planning to grow and protect your wealth.
Serving the Carolina coast and clients across the U.S. Build Your Retirement Plan Retire With A Plan. No quotas. No products to push.
Just transparent advice tailored to your goals Our Approach Independent. Fiduciary. Focused on You. If you're in your 30s, 40s, or 50s, now is the time to lay your financial foundation.
We’ll help you get there—one smart decision at a time. Build Your Wealth Start Smarter. Retire Better.

Who We Are

A Better Way To Plan For Retirement

At Coast Wealth Management, we specialize in retirement planning and investment management that puts your goals first.

Based in Myrtle Beach and serving clients in Charleston, Wilmington, and virtually nationwide, we help you create clarity in your finances—so you can focus on what really matters.

📍 Based in South Carolina, serving the coastal Southeast and clients remotely nationwide.

LEARN MORE ABOUT US

Core services

What We Help With

Retirement Income & Safety

Turn your savings into a sustainable, income plan while managing risk.

Investment Management

Get a professionally managed portfolio tailored to your goals and timeline.

401(k) Rollovers & IRA Transfers

Make confident decisions about your retirement accounts.

Small Business IRA Plans

We help business owners create with Solo 401(k) and SIMPLE IRA's.

Our Approach

The Color of Money Risk Analysis

Are You Taking More Risk Than You Should?

Most people don’t realize they’re still investing like they’re in their 40s—even after they retire. That’s the #1 issue we uncover in portfolio reviews: too much risk at the wrong time.

Our Color of Money Strategy helps you understand your personal risk score—and whether your current portfolio actually matches your tolerance and retirement goals.

🎯 Know your number. Adjust your strategy. Retire with confidence.

👇 Click below to get your personalized risk score in just minutes.

GET YOUR SCORE

Who we serve

At Coast Wealth, we’re here to guide you through every stage of your financial journey.

Pre-Retiree/Retiree

Whether you’re preparing for retirement or already enjoying it, we help you build a steady, reliable plan to protect your lifestyle and grow your wealth throughout your retirement years.
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Transitions

Major life changes — like marriage, divorce, career shifts, or the loss of a loved one — can deeply impact your financial future. We provide calm, thoughtful guidance to help you adjust your plans.
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Wealth Builder

If you're a young professional focused on building wealth early, saving for retirement, or making smart investment choices, we’ll help you set a strong foundation that grows with you over time.
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Reach Us

Reach out with any questions you have and let's see if we're a fit to work together.

Our Address

1000 21st Ave N, Suite 12, Myrtle Beach SC 29577

Contact by Phone

843-855-4910