Coastal Private Wealth Counsel is an independent, fee-only Registered Investment Advisor (RIA) that provides comprehensive wealth management services. The firm operates as a fiduciary, meaning it is legally and ethically bound to act in its clients' best interests. Its services are tailored for high-net-worth individuals, families, and business owners, focusing on personalized financial planning, investment management, retirement planning, and estate planning strategies to help clients achieve their long-term financial goals.

Founded in

United States