Coastal Bay Wealth Management

Coastal Bay Wealth Management is a wealth management firm in East Lake, FL. The firm provides specialized services including investment management, retirement planning, and financial overview services. Their expertise covers wealth and investment management, retirement income planning, and liability management. They serve clients by focusing on growing and preserving wealth through customized solutions and a time-tested process. The firm holds a 5.00 rating.

The team at Coastal Bay Wealth Management utilizes the resources of Raymond James to assist clients in navigating financial milestones. Their approach is built upon four cornerstones: investments driven by personal goals, legacy and estate planning in coordination with CPAs and attorneys, asset protection through insurance reviews, and liability management. Services include custom portfolio analysis, tax-efficient investing strategies, and retirement plan coordination. The firm also provides access to banking services through Raymond James affiliates, such as residential mortgages, small-business financing, and securities-based lines of credit. Clients work with professionals including Michael J. Cox, a CERTIFIED FINANCIAL PLANNER™, along with Nicholas A. Manns, Nick Bogdan, and Jana Paulk.

Coastal Bay Wealth Management is located on Tidalwave Dr.

The firm is recognized for providing well-documented business information and maintaining a high standard of professional service. Their commitment to clarity and confidence is reflected in their specialized approach to financial planning.

Coastal Bay Wealth Management provides dedicated financial expertise and personalized investment strategies for the East Lake community.