A Better Way To Plan For Retirement
At Coast Wealth Management, we help families and individuals retire with confidence — combining fiduciary advice with a local, relationship-first approach.
Based in Myrtle Beach and serving clients across the country, we specialize in creating retirement and financial plans designed for safety, growth, and peace of mind.
As Seen On WMBF News – Local Experts You Can Trust
Flavio Medeiros of Coast Wealth shares information about the firm and how Myrtle Beach retirees can avoid common mistakes.
What We Help With
Retirement
Income & Safety
Protect your lifestyle
with an income plan
designed for security
and peace of mind.
Protect your lifestyle with an income plan designed for security and peace of mind.
Investment
Management
We build portfolios
that match your goals
— not Wall Street’s
401(k) Rollovers
Make confident
decisions about your
old 401(k) and simplify
your plan.
Small Business
IRA Plans
We help local business
owners create a smart
retirement plan..
Retirement Income & Safety
Protect your lifestyle with an income plan designed for security and peace of mind.
Investment Management
We build portfolios that match your goals - not Wall Street’s
401(k) Rollovers
Make confident decisions about your old 401(k) and simplify your plan.
Small Business IRA Plans
We help local business owners create a smart retirement plan..
Get Your Retirement Navigator Score
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.
After you complete your score, you’ll receive a personalized breakdown
Who we HELP
At Coast Wealth, we’re here to guide you through every stage of your financial journey.
Pre-Retiree/Retiree
For individuals within 10 years of retirement or retired— we help you transition from saving to income, with clarity on investments and safety.
Life Transitions
Life changes — divorce, loss of a spouse, career shifts — can leave you uncertain about your finances. We help you rebuild with confidence.
Business Owner / Individuals
For professionals still growing their wealth, we create a roadmap that balances today’s goals with tomorrow’s retirement.
Step #1: Schedule Your Discovery Call
If you don’t see a time that works for you, reach out to 843-855-4910. There is no cost or obligation to find out if we can help you.
Retirement and investment guidance for individuals, families, and small business owners across Myrtle Beach, Charleston, Wilmington, and beyond.
Company
Address:
1000 21st Ave N, Suite 12
Myrtle Beach SC 29577
Phone:
843-855-4910
Email:
[email protected]
Useful links
Copyright 2025. All rights reserved.
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.
Opinions expressed herein are solely those of Coast Wealth Management Group LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Coast Wealth Management Group LLC an Investment Advisor in the State of South Carolina. Being registered as an investment adviser does not imply a certain level of skill or training.