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Your Retirement Deserves More Than a Generic Plan.

Fiduciary financial guidance for pre-retirees, teachers, nurses, state employees, and women navigating life transitions. Based in Myrtle Beach. Serving clients nationwide. 

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WelcomeYour Financial Future Starts With the Right Advisor.

At Coast Wealth Management, we don't follow a corporate agenda. We're an independent, fiduciary firm built around one thing — helping you retire with clarity, income, and confidence. Whether you're a teacher navigating your pension, a woman rebuilding after a major life change, or someone retired or retiring soon, we build a plan around your life — not a one-size-fits-all formula.

Straightforward Advice. No Surprises.

Straightforward Advice. No Surprises.

We Love What We Do

Retirement planning is personal. We take time to understand your full picture — income needs, Social Security timing, tax exposure, and risk tolerance — before ever making a recommendation.

Why Work With Us

As a fiduciary, we are legally required to act in your best interest. No quotas. Just honest, personalized guidance from advisors who are invested in your outcome.

WHO WE HELP

Our Process

TEACHERS, NURSES & STATE EMPLOYEES

You've spent your career serving others. Now it's time to make sure your pension, 403(b), and retirement benefits are working together — not leaving money on the table.

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Our History

WOMEN IN TRANSITION

Divorce, loss of a spouse, or an inheritance can change everything financially. We help women in transition build a clear, confident plan — on their terms.

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Our Values

PRE-RETIREES & RETIREES

If retirement is within reach — or already here — the decisions you make now matter most. We help you turn savings into reliable income and protect what you've built.

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What We Help You With

From your first retirement conversation to ongoing portfolio management, we're with you at every step.

01Retirement Planning

A personalized income strategy built around your goals, timeline, and lifestyle — not a template.

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02Investment Management

Professionally managed portfolios through Charles Schwab and Altruist, aligned with your risk tolerance and retirement horizon.

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03401(k) Rollovers

Leaving a job or retiring? We help you move your old 401(k) into the right account — without penalties, taxes, or confusion.

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04Estate & Legacy Planning

Making sure the right people receive the right assets at the right time. We help you protect what you've built and leave a legacy that reflects your wishes.

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Questions We Hear Most

Thinking about working with a financial advisor? Here are straight answers to the questions most people ask before their first call.

  • A fiduciary is legally and ethically required to act in your best interest — not the firm's. At Coast Wealth, every recommendation we make is guided by your goals, not by trading to generate commissions like other big firms.

  • We specialize in working with pre-retirees and retirees, teachers, nurses and state employees, and women navigating divorce, loss of a spouse, or an inheritance. If you're planning for retirement regardless of age, or already there, we're likely a good fit.

  • Yes. While we're based in Myrtle Beach, we serve clients virtually across the country. You'll get the same personalized experience whether we meet in person or by video.

  • There's no cost or obligation to your initial discovery call. It's simply a conversation to see if we're the right fit for your situation.

Let's Plan For <br/>Something Great

Let's Plan For
Something Great

Retirement planning doesn't have to be complicated or stressful. Tell us a little about where you are, and we'll show you what's possible.

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