Coastal Wealth Management, LLC

Investment Management, Annuities & Retirement Insurance Plans, Financial Planners

Be the first to review!

OPEN NOW

Today: 9:00 am - 5:00 pm

14 Years

in Business

Accredited

Business

Amenities:

Wheelchair accessible

(410) 208-4545Call Visit WebsiteVisit Website Map & DirectionsDirections10441 Racetrack Rd Ste 1Berlin, MD 21811 Write a ReviewWrite Review

Is this your business?

Customize this page.

Claim This Business

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm
Sat - Sun	Closed

Places Near Berlin with Investment Management

Showell (6 miles)
West Ocean City (6 miles)
Ocean City (8 miles)
Bishopville (9 miles)
Selbyville (12 miles)
Whaleyville (12 miles)

More Info

Email

BBB Rating

Extra Phones

toll-free: (888) 426-2010

Other Links

http://www.coastalwealthmgmt.com

http://coastalwealthmgmt.com/new/coastalwealthmgmt/splash1.htm

Other Emails

Categories

Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service, Investments, Stock & Bond Brokers

Other Information

Parking: Lot

Wheelchair Accessible: Yes

Gallery

Be the first to add a photo!

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (410) 208-4545

Address: 10441 Racetrack Rd Ste 1, Berlin, MD 21811

Website: http://www.coastalwealthmgmt.com

People Also Viewed

View similar Investment Management

Suggest an Edit

Coastal Wealth Management, LLC

Tax Planning
Tax Planning - Have you considered the current and future impacts of taxation in your financial plan? We can work side by side with your accountant to help minimize your tax burden.
Roth IRA
Retirement Plans - IRAs, Roth IRAs, 401(k)s, 403(b)s, and Thrift Savings Plans (TSPs), to name a few, are vehicles that one can use to save for retirement in a tax-favorable way.

Investment Management
He holds FINRA licenses: Series 7, and Series 66. He is also licensed in life and health insurances, including both group and individual policies, and holds the Accredited Portfolio Management Advisor™, APMA™, and Chartered Retirement Plans Specialist™, CRPS™, designations. He prioritizes making complex topics approachable for individual investors, giving investing and insurance a place in everyday life.
Mutual Funds
Investors can also gain exposure to a diversified portfolio of REITs through mutual funds or exchange-traded funds (ETFs) that specialize in real estate. Or, some investors may choose to invest directly in individual REITs, allowing for a more targeted approach to real estate sectors or strategies.
Bonds
Wealth Management
Advisors shouldn't just manage your money. They should be your bridge to the financial world. Coastal Wealth Management, LLC. was founded for a very simple reason — we believe the client comes first.

Financial Planning
This blog will explain what systemic risk is and how it can impact how you approach your financial planning.
Retirement Planning
From retirement planning to life insurance, we offer a wide array of services designed to compliment your goals. Connect with us to learn more about how we're prepared to help you
Annuities
Annuities and insurance policies are complex financial tools that vary greatly in purpose, design, and cost. We are able to help you review existing policies, or decide if investing in one might be right for you.
Long Term Care
Long Term Care (LTC) - We're living longer and much of our aging population will need skilled nursing, home health care, and or other services provided by a health professional at some point in time. Recent studies have shown that besides taxes, health care will be the highest cost most people face during retirement. LTC helps pay for many costs associated with the care people will need when they age. Generally speaking, Medicare does not cover LTC costs. Speak with one of our advisors to learn more about LTC strategies.
Asset Management
This article will help your clients and prospects understand the basics of asset allocation, and how their portfolio balances risk and potential returns.
College Funding
Asset Protection
Join Coastal Wealth Advisors Tylor Lennox, Troy Lennox, and Chip Gordy, and Prudential Life guest speaker Mike Giles, for a discussion on retirement readiness, asset protection, and smart ways to stay invested.

View All Services

Provided by