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Coastwise Capital Group is a high-end, award winning independent money management firm, offering investment services and expertise to affluent individuals, families, and institutions.
Coastwise offers customized portfolios which are carefully tailored to meet the current and evolving needs of each of our clients.
Financial Services
Coastwise Capital Group offers an array of financial services including:
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Portfolio Management
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Financial Planning
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Retirement Planning
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Options Strategies
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Business Consulting
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Coastwise, a 13-time Five Star Wealth Manager, maintains a laser focus on world-class service. Some of our awards include:
Five Star Professional
"Best in Client Satisfaction"
2010-2024
Best of La Jolla
"Best Financial Advisor"
2009-2012,2021
Best of La Jolla
"Best Financial Advisor"
2010-2014
There was no compensation provided for any awards and Coastwise is not affiliated with the groups providing awards.
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