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Process

Our Proven Process to Secure Your Financial Future

Listen. Learn. Lead With a Plan.

At Coast Wealth, we take a different approach. As an independent Investment Advisory Firm, we prioritize your goals—not products. You’ll never be pushed into something that isn’t aligned with your best interest.

From the very first meeting, you’ll notice the difference:
We take time to truly understand your situation, evaluating your Social Security strategy, income needs, tax exposure, and more—before ever talking about investments. It’s a thoughtful process with your future in mind.

Clarity Starts with a Clear Map

Over time, you may have gathered various financial accounts, insurance policies, or old 401(k)s. But how do they all fit together?

That’s where we come in.

Our process begins with building a visual Asset Map of your financial life. This gives you a clear snapshot of where you stand, so we can help you make informed, confident decisions about what comes next.

Ready to See the Full Picture?

Start your free Discovery Interview and receive your personalized Asset Map—your first step toward clarity and confidence in retirement.

We’ll walk you through the process, uncover hidden gaps, and show you how all the pieces of your financial life fit together. No pressure, no sales pitch—just real guidance from a local fiduciary advisor.

GET MY ASSET MAP

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]

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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.