Independent. Personal. Fiduciary.
Your next chapter deserves a clear plan.
Retirement planning and investment guidance built around your life, your priorities, and what comes next.
Your interests first
Clear advice and costs
A relationship that grows with you
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GET TO KNOW COAST
A conversation about what comes next.
Watch Flavio’s conversation on WMBF’s Grand Strand Today about planning for the years ahead.
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Who We Help
Wherever you are, start here
Approaching retirement
Wondering if you can retire comfortably, and when? We help you bring your savings, pensions, and Social Security into one clear plan so you can choose your timing with confidence.
Living in retirement
You have worked hard to build your savings. We help you turn them into dependable income, manage taxes, and adjust your plan as life and markets change.
Navigating life changes
A financial windfall, divorce, or the loss of a spouse can bring unfamiliar decisions. We help you understand your options, organize the moving pieces, and plan what comes next.
Welcome to Coast
Independent, fiduciary advice built around your next chapter.
Coast Wealth Management Group is an independent firm focused on helping people prepare for retirement and make the most of it. We take time to understand the person behind the portfolio—your priorities, your questions, and what you want this next chapter to look like.
Our approach combines personal relationships with a coordinated view of your income, investments, taxes, and protection. As fiduciaries, we put your interests first and explain our recommendations in plain language.
Your finances are connected. Your plan should be, too.
Retirement income
Turn savings, Social Security, and pensions into a coordinated income strategy.
Investments with purpose
Align your portfolio with your retirement timeline, goals, and comfort with risk.
Tax-aware decisions
Consider withdrawal timing, Roth conversions, and the tax impact of your retirement choices.
Health and care planning
Medicare, IRMAA, and long-term care
Retirement is our specialty
Specialized guidance for the decisions that shape your retirement.
Retirement planning
Timing, goals, and Social Security decisions brought together in one plan.
Retirement income planning
Withdrawals, pensions, and required minimum distributions coordinated for dependable income.
401(k) rollover guidance
Help weighing your accounts, investments, fees, and choices before you move.
A clear path forward
STEP 1
Connect
Start with a complimentary conversation about your goals, questions, and what is on your mind.
STEP 2
Plan
We look at your income, investments, taxes, and protection together and shape a plan around your life.
STEP 3
Move forward
Put the plan into action with ongoing guidance as your life and priorities change.
Questions we hear most
Is the first conversation complimentary?
Yes. Your initial discovery conversation is complimentary and has no obligation. We discuss your goals, questions, and whether working together makes sense.
How are you compensated?
We explain the services, fees, and any potential conflicts before you decide to work with us. You should understand what you are paying for and how your advisor is compensated.
Can we work together virtually?
Yes. We offer virtual meetings as well as in-person conversations. We can discuss an arrangement that fits your needs and confirm availability for your location.
Let’s make your next chapter clear.
Start with a complimentary conversation about what matters to you.
Complimentary. No obligation.
