WHY WORK WITH THE PRIVATE CLIENT GROUP
Services
- Wealth Management
- Advanced Insurance Planning
- Family Office Capabilities
- Business Evaluation
- Business Planning Strategies
- Comprehensive Financial Review
- Legacy Planning & Trust Services
- Holistic Financial Planning
- Premium Financing
- Charitable Giving
Benefits
- Priority access to Coastal Wealth's Planning Solutions Group
- Advanced Insurance Planning
- Family Office Capabilities
- Business Evaluation
- Business Planning Strategies
- Comprehensive Financial Review
- Legacy Planning & Trust Services
- Holistic Financial Planning
- Premium Financing
- Charitable Giving
Coastal Wealth Private Client Group, a division of Coastal Wealth, provides customized solutions for businesses owners, high net worth individuals, and athletes. Those with significant wealth face unique challenges that require an integrated approach of specialists with diverse skillsets. With our 100 + years of combined experience, including CPAs*, CFP's, CFA's, JDs*, & MBA’s, Coastal Wealth's Private Client Group Division delivers efficient and sustainable strategies, tailored to your individual needs.
Our team is highly skilled in complex areas like business continuation and succession planning, tax strategies, executive benefits, estate planning, and charitable giving. We also emphasize tax conscious portfolio analysis, asset protection, and risk management strategies to help ensure that the wealth you built is not depleted by eroding factors such as taxes, fees, and inflation.
Whether you are looking to take your success to the next level, facing an isolated complex situation, or simply looking to identify areas of high risk in your current plan, Coastal Wealth's Private Client Group Division has the resources and capabilities to help the financial outcome for you, your family and future generations.
Requirements for Client Private Group’s High Net Worth Investors
- Minimum net worth $5 million or above