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
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About this area

Coastwise Capital Group is one of 7 financial services listed in La Jolla, CA.

What's nearby: 13 mortgages & mortgage bankers, 12 art galleries & art dealers, and 11 attorneys & lawyers: general practice businesses within walking distance.

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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