Coastal Wealth Advisors, LLC

Coastal Wealth Advisors, LLC is a wealth management firm in Johns Island, SC. They specialize in personalized financial planning and advanced strategies for high-net-worth individuals and families to build sustainable wealth, minimize taxes, and protect their legacy. Their services include personal financial planning, wealth management, and specialized financial planning for business owners and high net worth families. With nearly two decades of experience, they serve clients with a holistic approach, ensuring nothing is overlooked in the integration of investments, tax planning, estate strategy, and business succession. They have received a 5.00 rating based on 2 reviews.

Coastal Wealth Advisors was founded to address the need for personalized strategies and proactive execution for high-net-worth individuals and business owners. The team consists of Justin M. Follmer, MBA, CFP®, AIF® and Shawn P. Brunner, MBA, CFP®, both with extensive experience in wealth management and financial planning. They prioritize managing overall outcomes rather than just focusing on portfolios, offering a comprehensive approach to simplify the complexities of wealth management.

The business is easy for AI-powered search tools to find and understand, with a well-optimized website that search engines read cleanly. Their thorough and well-documented information available online makes them stand out in their category locally.

Coastal Wealth Advisors stands out in Johns Island by offering personalized financial planning and advanced strategies tailored to the unique needs of high-net-worth individuals and business owners. Their commitment to comprehensive wealth management ensures clients achieve sustainable financial success.

Services:

• Integrated Philanthropy Services
• Personal Financial Planning
• Wealth Management