Coastwise Capital Group, Llc

Description

• Coastwise Capital Group, LLC is an independent money management firm that offers superior investment services and expertise to affluent individuals, families, and institutions worldwide. The Coastwise team brings more than five decades of investment experience. 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 goalsCEO & Chief Investment Officer, Scott Kyle, is the author of The Power Curve: Smart Investing Using Dividends, Options, and the Magic of Compounding, www.thepowercurve.com, and creator of the Power 100, www.thepower100.com, an annual stock index.Coastwise is passionate about giving back to the community and founded The Coastwise Mile®, www.coastwisemile.com, as well as The Coastwise Prize for Investing Excellence®, www.coastwiseprize.com.Coastwise was named a FIVE STAR Wealth Manager for the 8th consecutive year in 2016. In multiple previous years, Coastwise has been named La Jollas Best Financial Advisor in the La Jolla Lights Best of La Jolla poll, and Best Financial Advisor in the La Jolla Village News Readers Choice Awards. For more information on our award winning services, call us today at (858) 454-6670, email us at info@coastwisegroup.com, or visit our website at www.coastwisegroup.com.
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  Headquarters:1025 Prospect Street Suite 308, La Jolla, California, United States

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  Phone Number: +1 858-454-6670

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  Website: https://www.coastwisegroup.com

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  Employees:5

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  Revenue:$1 - 10M

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  Legal Name:Coastwise Capital Group, Llc

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• |  NAICS Code: 523930  |

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