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Get Your FREE Retirement Check Up.
Know exactly where you stand and what to do next.
A simple 3-step process to uncover your full financial picture, pinpoint your personal Risk Score, and build a customized retirement plan—not a cookie-cutter portfolio.
Get Your FREE Retirement Check Up.
Know exactly where you stand and what to do next.
A simple 3-step process to uncover your full financial picture, pinpoint your personal Risk Score, and build a customized retirement plan—not a cookie-cutter portfolio.
We’re Retirement & Financial Planning Experts and Work Best With:
50+ Yrs Old
Those that are retired or closing in on retirement.
401k Rollovers
There's no reason to keep an inactive 401k at an old employer.
Wealth Builder
Younger investors and business owners building for Retirement.
Life Transitions
Whether you are newly married, divorced, or new kids, we are here to help.
Your money stays with established institutions you can trust:
How Our 3-Step Retirement Check-Up Works
Watch this quick overview to see exactly what we cover in your Retirement Check-Up and how we build a plan around your goals.
Our Process
Step 1 - Create Your Asset Map™
We map out your accounts, income sources, goals, and concerns. A clear visual overview to make planning simple. No specific, sensitive info is needed.
Step 2 - Identify Your Personal Risk Score
We calculate your Retirement Risk Score and compare it to your current portfolio to see if you're properly aligned with current investments.
Step 3 - Implement Your Custom Plan
We build a personalized plan—retirement income, tax strategy, investment alignment, Social Security, and more. No templates.
Why Coast Wealth?
Not all financial advisors are created equal.
Fiduciary Relationship
Fee-Based Advisor
Local, Veteran-Owned
Capture Your Risk Number
Know your real comfort level.
Review Your Investments
We uncover misalignment and unnecessary risks.
Align Your Portfolio
Get a portfolio matched to your goals and comfort.
And all this in a very easy and comfortable process!
We Make Things Easy To Understand. No Talking Jargon!
See what our clients have to say.
Have A Question?
How do I roll over my 401(k) without triggering taxes?
We guide you through a tax-smart rollover process, helping you move old employer plans into accounts aligned with your retirement strategy—without penalties or surprises.
What’s the difference between one-time planning and ongoing investment management?
One-time planning is ideal if you want a comprehensive retirement roadmap but prefer to manage your own investments. Ongoing investment management includes continuous portfolio oversight, strategy adjustments, and regular reviews.
Can I work with Coast Wealth if I live outside South Carolina?
Yes! We serve clients virtually across many states and can meet with you by video to deliver the same high-touch experience no matter where you live.
Why work with a fiduciary, fee-based financial planner?
Working with a fiduciary means your financial advisor is legally and ethically required to put your best interests first. As a fee-based planner, Coast Wealth offers objective, personalized retirement strategies with transparent pricing and no pressure to follow a one-size-fits-all approach. You get guidance that’s focused on your goals—not driven by sales quotas or outside agendas.
Those are just some of the most common questions we hear from clients in Myrtle Beach, Charleston, Wilmington—and from across the country in our virtual consultations.
To get your answers, just contact us below by filling out this discovery form.
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]
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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.