Coastal Wealth Management

Coastal Wealth Management is a financial advisor in Mt Pleasant, SC. The firm provides a wide array of financial services to individuals, families, businesses, and organizations, including retirement planning, life insurance, and investment management. Their expertise covers complex strategies such as income planning, principal protection, estate planning, annuities, and employee benefit analysis.

Founded in 2009, the firm was established by Troy Lennox and Chip Gordy to prioritize client needs through an independent approach. The advisory team utilizes shared wisdom and expertise to act as a bridge to the financial world. As an independent firm, they partner with world-class custodians and service providers, including Fidelity Investments, American Funds, and Brighthouse Financial, to present cost-effective solutions. Their services focus on key pillars of financial health, such as social security planning, risk management, and tax planning in coordination with clients' accountants.

The firm is recognized for its dedication to providing careful guidance and an ongoing level of care. With decades of combined experience, the team is known for their commitment to putting the best interests of their clients first, building a reputation for reliability and expertise within the local community.

Coastal Wealth Management serves as a trusted partner for those seeking comprehensive financial planning in Mt Pleasant.

Services:

• life insurance
• retirement planning