At Coastal Wealth Planners we understand that there is not a one size fits all approach to your unique needs, concerns and considerations. As a result, we have a number of ways that our clients work with us.
How Do I Know If I’m a Good Fit?
We are able to deliver the greatest value for our clients who desire planning and guidance tailored to their specific situation. Although we do not have a minimum account balance necessary to work with us, we seek to provide massive value in our planning and wealth management offerings. Typically, those with $250,000 or more of investable assets gain value from multiple specialty planning areas that we offer. For this reason, we work to ensure during our complimentary two-meeting process that we can provide value and that you see a value from working with us before moving ahead. So if you are unsure, either book a free consultation call , email us at [email protected] or call us directly at (732)554-1099.
We want to know exactly how we can help you and bring value before you make any commitment. This allows you to know if we are a good fit as well, therefore we offer a complimentary two-meeting process before formally moving forward.
1: Complimentary phone consultation (30 Min.) No Fee 2: Discovery Meeting (1 hr.) No Fee 3: Plan creation & presentation with clear, actionable recommendations 4: Ongoing Review & Support (only for Subscription-based planning and Wealth Management offerings)
What Makes Coastal Wealth Planners Different?
There are many things that make us stand out, here are three to consider:
We are specialists in planning, investing in industry-leading technology to simplify our clients lives and make your goals easier.
We limit the number of new clients that we take on each yearto ensure that we can deliver massive value and personalized service.
We are a firm that operates with your best interests first and a family-centered approach.
Coastal Wealth Planners LLC is an investment advisory firm registered with the state of NJ (CRD# 305603).
Note: Although planning concepts discussed may include guidance for tax & legal concepts pursuant to your goals; Coastal Wealth Planners does not provide tax or legal advice. It is advised that you consult with your tax or
legal professionals to address your unique circumstances in accordance with the most current laws & tax codes. Investments involve risk and may loose value. Investment accounts are not directly held in custody by Coastal
Wealth Planners. Past performance is not indicative of future results. Differences in account size, timing of transactions and market conditions prevailing at the time of investment may lead to different results, and clients
may lose money. Clients should consult with their tax advisors regarding the tax consequences of investing.
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