Coast Wealth Management Group

Coast Wealth Management Group is a financial advisor in Myrtle Beach, SC. The firm provides fiduciary financial guidance to pre-retirees, retirees, and individuals navigating major life transitions. They specialize in retirement planning, investment management, 401(k) rollovers, and estate and legacy planning. While based in Myrtle Beach, the firm serves clients nationwide, including those in Charleston and Wilmington. The business maintains a 5.00 rating from 17 reviews.

As an independent, fiduciary firm, Coast Wealth Management Group prioritizes the client's best interest without following a corporate agenda or focusing on commissions. The firm offers personalized strategies for specific groups, such as teachers, nurses, and state employees managing pensions and 403(b) benefits, as well as women navigating financial changes due to divorce or inheritance. Their approach involves understanding a client's full financial picture, including Social Security timing, tax exposure, and risk tolerance, before making recommendations. Investment portfolios are managed through trusted custodians Charles Schwab and Altruist to align with individual retirement horizons and risk tolerance.

Coast Wealth Management Group provides thorough, well-documented business information online, and their digital presence is well-optimized for search engines.

The firm's commitment to personalized, straightforward advice makes them a trusted partner for retirement planning in Myrtle Beach.

Services:

• 401(k) Rollovers
• Income & Safety
• Investment Management
• Retirement Planning
• Small Business IRA Plans