Your Retirement Deserves More Than a Generic Plan.

Fiduciary financial guidance for pre-retirees and retirees.Also working with nurses, state employees, and women navigating life transitions. Based in Myrtle Beach. Serving clients nationwide. 

Welcome

Your Financial Future Starts With the Right Advisor.

At Coast Wealth Management, we don't follow a corporate agenda. We're an independent, fiduciary firm built around one thing — helping you retire with clarity, income, and confidence. Whether you're a teacher navigating your pension, a woman rebuilding after a major life change, or someone retired or retiring soon, we build a plan around your life — not a one-size-fits-all formula.

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Welcome

Your Financial Future Starts With the Right Advisor.

At Coast Wealth Management, we don't follow a corporate agenda. We're an independent, fiduciary firm built around one thing — helping you retire with clarity, income, and confidence. Whether you're a teacher navigating your pension, a woman rebuilding after a major life change, or someone retired or retiring soon, we build a plan around your life — not a one-size-fits-all formula.

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Straightforward Advice. No Surprises.

We Love What We Do

Retirement planning is personal. We take time to understand your full picture — income needs, Social Security timing, tax exposure, and risk tolerance — before ever making a recommendation.

Why Work With Us

As a fiduciary, we are legally required to act in your best interest. No quotas. Just honest, personalized guidance from advisors who are invested in your outcome.

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Straightforward Advice. No Surprises.

We Love What We Do

Retirement planning is personal. We take time to understand your full picture — income needs, Social Security timing, tax exposure, and risk tolerance — before ever making a recommendation.

Why Work With Us

As a fiduciary, we are legally required to act in your best interest. No quotas. Just honest, personalized guidance from advisors who are invested in your outcome.

Three smiling friends outdoors at sunset, leaning together and laughing on a beach.

More clarity on what was approved before you book.

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More confident bookings

“Before Vela, approvals felt vague. Now there’s a clear moment when everything is agreed on, and I can move forward with confidence.”
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Maria L.

Travel Advisor

SEE HOW WE HELP SEE HOW WE HELP SEE HOW WE HELP SEE HOW WE HELP

WOMEN IN TRANSITION

Divorce, loss of a spouse, or an inheritance can change everything financially. We help women in transition build a clear, confident plan — on their terms.

WHO WE HELP

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APPROACHING RETIREMENT

Can you retire comfortably—and when? We help you bring your investments, pensions, and Social Security into one clear plan so you can take your next step with confidence.

Together at the summit
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LIVING IN RETIREMENT

You’ve worked hard to build your savings. We help you turn them into retirement income, manage taxes, and adjust as life changes—so you can feel more comfortable enjoying what you’ve earned.

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NAVIGATING LIFE CHANGES

An inheritance, divorce, loss of a spouse, or career change can bring unfamiliar financial decisions. We help you understand your options, organize the moving pieces, and build a plan for what comes next.

Teacher, nurse, and state employee planning for retirement
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TEACHERS, NURSES & STATE EMPLOYEES

You've spent your career serving others. Now it's time to make sure your pension, 403(b), and retirement benefits are working together for you.

Woman in financial transition

WOMEN IN TRANSITION

Divorce, loss of a spouse, or an inheritance can change everything financially. We help women in transition build a clear, confident plan — on their terms.

Pre-retirees and retirees planning together
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PRE-RETIREES & RETIREES

If retirement is within reach — or already here — the decisions you make now matter most. We help you turn savings into reliable income and protect what you've built.

3. Retirement Planning

What We Help You With

From your first retirement conversation to ongoing portfolio management, we're with you at every step.

A personalized income strategy built around your goals, timeline, and lifestyle — not a template.

Professionally managed portfolios through Charles Schwab and Altruist, aligned with your risk tolerance and retirement horizon.

Leaving a job or retiring? We help you evaluate your options and move your old 401(k) into the right account, while working to avoid unnecessary taxes and penalties.

Making sure the right people receive the right assets at the right time. We help you protect what you've built and leave a legacy that reflects your wishes.

Questions We Hear Most

Thinking about working with a financial advisor? Here are straight answers to the questions most people ask before their first call.

  • What does it mean to work with a fiduciary?

    A fiduciary is legally and ethically required to act in your best interest, not the firm's. At Coast Wealth, every recommendation we make is guided by your goals, your timeline, and your financial situation.

  • Who do you typically work with?

    We specialize in working with pre-retirees and retirees, teachers, nurses and state employees, and women navigating divorce, loss of a spouse, or an inheritance. If you're planning for retirement regardless of age, or already there, we're likely a good fit.

  • Do you work with clients outside of South Carolina?

    Yes. While we're based in Myrtle Beach, we serve clients virtually across the country. You'll get the same personalized experience whether we meet in person or by video.

  • Is there a cost to the first meeting?

    There's no cost or obligation to your initial discovery call. It's simply a conversation to see if we're the right fit for your situation.

Ready to Feel Confident About Retirement?

Schedule a complimentary retirement review with a fiduciary advisor and get a clear, personalized picture of your income, investments, and next steps. No pressure, no obligation.

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