Coastwise Capital Group
Financial Services
- Address
- 888 Prospect St Suite 201 Ste 201, La Jolla, CA, 92037
- Phone
- 858-454-6670
- Website
- www.coastwisegroup.com
About
Coastwise Capital Group, LLC is an independent money management firm offering superior investment services and expertise to affluent individuals, families, and institutions worldwide. Coastwise offers customized portfolios by way of separate accounts which are carefully tailored to meet the current and evolving needs of our clients. Various account types include individual, retirement, trust, organization accounts, and 529 plans. Coastwise utilizes a combination of stocks, options, ETFs, and bonds to achieve each client’s individual financial goals.
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