Our Private Client Experience

Coastal Financial offers tailored advisory services for C-Level Executives, Entrepreneurs, Business Owners, Partners, High-Net-Worth Individuals, and Multi-Generational Families. Our customized strategies are designed to meet your unique financial goals and help you achieve long-term success. Discover a comprehensive, personalized approach to wealth management with Coastal Financials' Private Client Experience:

  • Philanthropy

    Collaborate with us to create a philanthropic strategy aligned with your objectives and passions.

  • Family Foundations

    Establish a lasting legacy through family foundations, reflecting your values across generations.

  • Legacy Building

    Plan your legacy beyond financial wealth, ensuring your family's preparedness and understanding.

  • Concentrated Stock Positions

    Optimize and diversify concentrated equity positions while minimizing tax impacts. We quarterback with estate planning attorneys, investment managers, CPAs, and tax professionals to protect and enhance your holdings.

  • Selling a Business

    Navigate business ownership and sales with strategic planning and investment guidance. Our team acts as your quarterback in corporate structure planning and retirement plan advice.

  • Divesting Real Estate Holdings

    Evaluate and manage property transactions, considering tax implications and financing. Our advisors coordinate with tax professionals to optimize your real estate portfolio.

  • Multi-Generational Planning

    Address wealth transfer complexities with inclusive, intergenerational financial planning. We collaborate closely with estate planning attorneys and trust services.

The Exclusive Coastal Financial Ecosystem

Benefit from our unparalleled network of people, connections, private opportunities, and dedicated service providers. We quarterback relationships with estate planning attorneys, investment managers, CPAs, tax professionals, philanthropic partnerships, and other professional external resources to ensure comprehensive wealth management.

Schedule an Intro Call

Let’s chat! We’ll answer any questions you have, big or small, and help you see if we’re the right fit for you.