Coastal Wealth Inc.

Coastal Wealth Inc. is a financial planner in Laguna Niguel, CA. The firm provides comprehensive wealth management and financial planning services, including retirement planning, generational wealth planning, investment management, tax planning, estate planning, and insurance. Serving Laguna Niguel and the surrounding areas, the firm focuses on helping clients navigate complex financial decisions with clarity and confidence.

With over 40 years of experience serving investors in Southern California, Coastal Wealth Inc. specializes in creating personalized financial roadmaps. The wealth management team, which includes partners Scott Holmes and Tony Bertocchini, utilizes an approach that challenges conventional wisdom to find creative, "out of the box" solutions for preserving wealth. The firm is dedicated to building long-term, multi-generational relationships, often working alongside tax, legal, and insurance professionals to support their clients' interests. Their mission is centered on understanding individual needs and providing the education necessary for clients to feel empowered in their financial journeys.

The office is located on Cabot Rd, situated near the San Joaquin Hills Transportation Corridor and Crown Valley Parkway. The location is a short distance from the Laguna Niguel/Mission Viejo train station and the Team Juggernaut sports center.

Coastal Wealth Inc. is recognized for its deep-rooted history and its ability to maintain client relationships that span decades and even generations. The firm is known for its commitment to putting client interests first and providing professional, customized, and caring financial advice.

Through dedicated partnership and prudent investment strategies, Coastal Wealth Inc. remains a trusted resource for achieving financial balance and long-term success in Laguna Niguel.